At a Glance
- Tasks: Prepare detailed reports and support financial advisers in a collaborative environment.
- Company: Respected wealth management firm with a focus on client success.
- Benefits: Competitive salary, hybrid working options, and ongoing professional development.
- Other info: Genuine opportunities for career progression in a friendly workplace.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and a Level 4 Diploma in Financial Planning.
The predicted salary is between 40000 - 50000 £ per year.
- Senior Paraplanner
- Blackburn
- Office-Based | Hybrid Working Considered
- Full-Time | Permanent
We are recruiting on behalf of a highly respected, client-focused wealth management firm seeking an experienced Senior Paraplanner to join their growing team in Blackburn.
This is an excellent opportunity for an established paraplanner looking to play a key role in supporting financial advisers, producing high-quality technical reports, and contributing to the continued success of a professional and collaborative business.
Key Responsibilities
- Prepare detailed suitability reports across pensions, investments, protection and retirement planning.
- Undertake technical research and product analysis to support financial advisers.
- Assist with complex financial planning cases and cashflow modelling.
- Liaise with providers, platforms and third parties to obtain information and progress business.
- Ensure all recommendations meet FCA regulatory requirements and internal compliance standards.
- Support advisers throughout the advice process from recommendation through to implementation.
- Mentor and provide technical guidance to junior members of the paraplanning team where appropriate.
About You
- Previous experience as a Paraplanner within an IFA or Wealth Management firm.
- Diploma in Regulated Financial Planning (Level 4) essential.
- Working towards Chartered status would be advantageous.
- Strong technical knowledge of pensions, investments, tax and protection planning.
- Excellent report writing, analytical and communication skills.
- Highly organised with exceptional attention to detail.
- What's on Offer
- Competitive salary based on experience.
- Office-based role with the possibility of hybrid working.
- Ongoing professional development and support towards Chartered status.
- A friendly, supportive and collaborative working environment.
- Genuine opportunities for career progression.
If you're an experienced Senior Paraplanner looking for your next opportunity in Blackburn, we'd love to hear from you.
Apply today for a confidential discussion.
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Contact Details:
IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team
