Paraplanner

Paraplanner Salary: £40,000

Location:

Hybrid / Chorley Job Type: Full-time, Permanent We are looking for an experienced Paraplanner to join a busy financial planning team, providing technical research and report-writing support to Financial Advisers.

Key Responsibilities Interpret client files and adviser instructions to prepare accurate Financial Planning Reports. Carry out research and analysis across providers, products and investment funds. Prepare suitability reports within agreed timescales. Liaise with Advisers, Compliance and internal teams to progress cases. Maintain accurate case records and paraplanning logs. Manage a varied workload and prioritise deadlines effectively. Ensure all work is accurate, compliant and to a high professional standard.

About You 1–2 years' experience as a Paraplanner. Minimum 3 years' experience within a Financial Planning environment. Level 4 Diploma in Financial Planning, or within 1–2 exams of completion. Good understanding of UK financial services regulation. Strong technical research and report-writing skills. Excellent attention to detail and communication skills. Strong IT skills, including Word, Excel and Outlook. Ability to manage multiple priorities and work effectively as part of a team.

Benefits £40,000 salary Hybrid working 28 days' holiday plus Bank Holidays Option to purchase up to 5 additional days 4% employer pension contribution Group Life Assurance – 4x salary Exam and training support Professional development opportunities If you're an experienced Paraplanner looking for your next opportunity, we'd love to hear from you.