Paraplanner - Hybrid

Hybrid

Location:

Chorley
Hybrid Working Available - 2 days from home
Salary:
Negotiable (dependent on experience)

Hours:

Monday to Friday, 9am - 5pm (flexible hours also available)

A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team.

You will provide comprehensive paraplanning support across a broad range of financial planning cases and be trusted with complex work.

• Produce clear, accurate, and compliant suitability reports
• Conduct detailed research across pensions, investments, protection, and estate planning
• Prepare cashflow models and technical analysis to support client advice
• Liaise closely with advisers to ensure well‑structured and client‑focused recommendations
• Maintain high standards of compliance and documentation
• Support continuous improvements to paraplanning processes and systems

• Level 4 Diploma in Financial Planning qualified (or working towards)
• At least 2 years’ experience working as a Paraplanner
• Strong technical understanding of pensions and investments
• Comfortable handling complex cases with minimal supervision
• Highly organised with excellent attention to detail
• Collaborative team player who takes pride in quality work

• 36 days holiday (including Bank Holidays)
• Option to purchase an additional 5 days annual leave
• Hybrid working – 2 days from home following probation
• Pension scheme with employer contributions
• Full support for ongoing exams and professional development
• Group life cover: x4 salary
• Rolling sick pay scheme

This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward‑thinking team.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).