Hybrid Paraplanner — Research & Reports

Job Title: Paraplanner Location: Lytham Contract: Full-time, Permanent Hours: 37.5 hours per week (9:00am - 5:00pm)
Salary: Up to £50,000 (dependent on experience)

Recruit UK is pleased to be working with a well-established and highly regarded firm based in Lytham. With a strong presence across the UK, the business supports both personal and corporate clients with high-quality financial planning services. Due to continued growth, they are now looking to appoint an experienced Paraplanner to join their expanding team.

Previous paraplanning experience is essential, and candidates holding (or working towards) the Level 4 Diploma in Financial Planning will be at a distinct advantage.

In return, you will benefit from a competitive salary, a comprehensive benefits package, and the opportunity for hybrid working to support a healthy work-life balance.

• Research: Conduct detailed research on financial products, funds, and technical planning areas to support advisers
• Report Writing: Prepare clear, compliant, and detailed suitability reports for client recommendations
• Client Support: Build strong client relationships by responding to queries and providing ongoing support
• Record Management: Maintain accurate and up-to-date client records, including risk profiles and compliance documentation
• Compliance: Ensure all work aligns with regulatory and legislative requirements
• Industry Awareness: Keep up to date with market trends, regulatory changes, and new financial products
• Collaboration: Work closely with advisers and administrative teams to deliver excellent client outcomes

• Up to £50,000 starting salary (DOE)
• Hybrid & flexible working options
• Support with obtaining industry recognised qualifications
• Competitive holiday and benefits package

• Minimum of 2 years' experience in a paraplanning or similar role, with a strong track record of producing detailed reports
• Level 4 Diploma in Financial Planning (or equivalent), or actively working towards it
• Strong understanding of pensions, investments, retirement planning, tax, and financial services regulation
• Excellent written and verbal communication skills, with the ability to explain complex information clearly
• High level of accuracy and strong organisational skills, with the ability to manage multiple tasks effectively
• A collaborative approach and ability to work well within a team environment
• Solid knowledge of industry standards and a commitment to continuous professional development
• Proficiency in Microsoft Office applications, including Word, Excel, and Outlook

To apply, please send your CV