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.