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- Tasks: Support financial advisers by researching products and preparing client documentation.
- Company: Join a vibrant, award-winning financial planning firm with a dynamic culture.
- Benefits: Enjoy flexible working, competitive salary, and extensive learning opportunities.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: 2+ years in paraplanning, CII Diploma qualified, and strong communication skills.
- Other info: Be part of a B-Corp accredited firm committed to sustainability and community.
The predicted salary is between 36000 - 60000 £ per year.
An opportunity has arisen to join the Financial Planning team as a Senior Paraplanner.
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.
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.
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.
- Being the point of contact within the team for technical queries.
- Driving efficiencies and improvements with the team.
- 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.
We’re looking for someone who’s not just technically capable, but also collaborative, curious, and client-focused. You’ll thrive here if you:
- Are a team player with a passion for financial planning.
- Can juggle priorities and deliver high-quality work under pressure.
- Have strong initiative and project management skills.
- Are confident producing suitability letters and communicating with clients.
- Are comfortable working independently and managing your own workload.
- Have 2+ years’ experience in paraplanning.
- Minimum of CII Diploma qualified.
- Strong knowledge base and previous experience in the role.
- Hold GCSEs (Grade C/5+) in Maths and English.
- Be proficient in Word, Excel, Outlook, and ideally financial planning tools and systems.
- Be open to using AI tools to enhance productivity.
- Have experience in pension switches, group pensions, cashflow modelling, investment advice, Protection advice, inheritance tax and more.
About PM+M:
We’re not just another financial planning firm. We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, 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.
PM+M is a B-Corp accredited organisation and we are working towards achieving a Net Zero status by 2030. Alongside our purpose to help our clients succeed, we think and act more broadly for the good of our business, our team members and the communities in which we work. This makes us very proud and enables us to continually learn and grow.
Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.
In addition to competitive salaries, here’s what our market leading benefits packages look like:
- Office closedown over Winter Break
- Flexible Easter Break, to account for other religious festivals
- On site free parking
- Employer pension contribution of 8%
- Death in service life cover of 4 x salary
- Weekly flexi time
- Agreed overtime
- Family friendly policies including enhanced maternity, paternity, adoption and shared parental pay
- Flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc
- Hybrid working
- Full technical and soft skills training and support
- Recruitment incentive scheme
- Cycle to work scheme
- Employee well-being portal
- Access to the WeCare app that offers health, well-being, financial and legal support
- Dress for your day policy and dress down Fridays
- Paid sick leave
- Extensive learning & development opportunities and study support
- Firm wide success bonus based on the achievement of certain financial metric(s).
- Access to Dashlane password manager for you + 9 of your family and friends
- Fee-free service to whole of market mortgage and insurance advice
- Access to Able Futures support, a Mental Health Support Service
Senior Paraplanner in Blackburn employer: PM+M
Contact Detail:
PM+M Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Blackburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Senior Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client communication skills. Think about real-life scenarios where you’ve made a difference in client portfolios or improved team efficiency. This will help you stand out as a proactive candidate!
✨Tip Number 3
Show off your passion for financial planning! When you get the chance to chat with potential employers, share your enthusiasm for helping clients navigate their financial futures. It’s all about demonstrating that you’re not just qualified, but genuinely excited about the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Senior Paraplanner in Blackburn
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your relevant experience and skills that align with what we’re looking for, like your knowledge of financial planning and client communication.
Showcase Your Skills: Don’t just list your qualifications—give us examples of how you’ve used your skills in real situations. Whether it’s preparing suitability reports or managing client portfolios, we want to see how you’ve made an impact in your previous roles.
Be Authentic: Let your personality shine through in your application. We value collaboration and curiosity, so share your passion for financial planning and how you approach problem-solving. This helps us get a sense of who you are beyond your qualifications.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at PM+M!
How to prepare for a job interview at PM+M
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, funds, and solutions. Being able to discuss these confidently will show that you're proactive and detail-driven, just like the role requires.
✨Prepare for Suitability Reports
Get familiar with preparing suitability reports and documentation. Practising how to articulate your thought process behind these reports can really impress the interviewers, as it’s a key part of the job.
✨Show Your Team Spirit
Since collaboration is crucial in this role, be ready to share examples of how you've worked effectively in a team. Highlighting your ability to juggle priorities while supporting others will resonate well with the interviewers.
✨Embrace Technology
Familiarise yourself with AI tools and financial planning software. Showing that you're open to using technology to enhance productivity will demonstrate your forward-thinking approach and adaptability.
