Paraplanner

Location: Lytham Saint Annes

Paraplanner
Location: Lytham St Annes (Hybrid Working)
Salary: Up to £50,000 DOE
Job Type: Full-Time, Permanent
Hours: 37.5 hours per week

About the Role An excellent opportunity has arisen for an experienced Paraplanner to join a growing and highly regarded Financial Planning business. Working as part of a professional and collaborative team, you will provide technical support to Financial Advisers, helping to deliver high-quality financial planning solutions to a broad client base.

This role offers hybrid working, long-term career development and the opportunity to work within a supportive environment where technical expertise and attention to detail are genuinely valued.

Key Responsibilities

• Conduct technical research across pensions, investments, protection and wider financial planning solutions.
• Prepare accurate, compliant and detailed suitability reports.
• Support Financial Advisers with technical case preparation and recommendations.
• Maintain accurate client records, risk profiles and compliance documentation.
• Respond to adviser and client queries in a professional and timely manner.
• Ensure all work complies with FCA regulations and internal compliance standards.
• Keep up to date with regulatory developments and changes within the financial planning sector...