At a Glance
- Tasks: Support advisers and clients in navigating financial futures with tailored advice.
- Company: Join a vibrant, award-winning firm of Chartered Accountants and Financial Planners.
- Benefits: Competitive salary, 25 days holiday, flexible working, and support for professional development.
- Other info: Dynamic culture with opportunities for mentorship and career progression.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: 2+ years in paraplanning and Level 4 Diploma in Regulated Financial Planning preferred.
The predicted salary is between 30000 - 40000 £ per year.
Location: Hybrid / Blackburn BB1 5QB, UK
Job type: Permanent / Full-time
Sector and subsector: Finance & Legal | Financial Operations
Salary: Competitive salary
The role in brief: We’re looking for a proactive, detail-driven individual to join our Financial Planning team in Blackburn. Whether you’re early in your paraplanning journey or bring years of experience, this is your chance to make a real impact—supporting advisers and clients.
Who we are looking for: As a Paraplanner at PM+M, you’ll be at the heart of our client service delivery. You’ll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
What the role involves:
- Researching products, funds, and financial solutions to support tailored advice.
- Preparing suitability reports and documentation for client meetings.
- Highlighting opportunities and areas for improvement in client portfolios.
- Supporting compliance through pre-sale checks and project work.
- Driving innovation by contributing to improve team efficiency.
- Working with AI software to prepare research and advice.
We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm. These will comprise personal effectiveness as well as your technical skills.
We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s. You will also have the opportunity to work with a mentor.
We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North-West firm of finance professionals. Support for CII Diploma studies, including access to NextGen Planners.
Our ideal candidate will:
- Have 2+ years’ experience in paraplanning.
- Have attained, or be close to attaining Level 4 Diploma in Regulated Financial Planning.
- Have experience in pension switches, group pensions, cashflow modelling, investment advice, protection advice, inheritance tax planning and more.
- Be open to using AI tools to enhance productivity.
- Be eager to develop themselves long term, both personally and professionally.
- Be proficient in Word, Excel, Outlook, and ideally financial planning tools and systems.
- Have minimum GCSE passes at both Maths and English.
- Be consistently productive in terms of report numbers.
- Have experience managing a busy and changing workload, working as part of a team.
About PM+M: We are a vibrant, dynamic and award-winning firm of Chartered Accountants and Financial Planners, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.
We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.
We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.
Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.
We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled.
Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there. Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.
Benefits: 25 days' holiday per annum +
Paraplanner in Burnley employer: Hollybank Trustees Ltd
At PM+M, we pride ourselves on being an inclusive and dynamic employer that values personal and professional growth. Our hybrid working model in Blackburn allows for flexibility while you contribute to meaningful financial planning for our clients. With a strong focus on employee development, mentorship opportunities, and a supportive culture, we empower our team members to thrive and achieve their career aspirations in a vibrant environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Burnley
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hollybank Trustees Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Burnley
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hollybank Trustees Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hollybank Trustees Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hollybank Trustees Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hollybank Trustees Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hollybank Trustees Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hollybank Trustees Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
