Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support advisers and clients with financial planning needs and prepare detailed reports.
- Company: Established regional firm focused on client service and financial expertise.
- Benefits: Flexible working options, strong training support, and clear career advancement pathways.
- Why this job: Make a real impact in financial planning while using innovative technology.
- Qualifications: 2 years' paraplanning experience and commitment to professional development.
- Other info: Collaborative team environment with opportunities for process improvements.
The predicted salary is between 36000 - 60000 £ per year.
An exciting opportunity has arisen for a proactive and detail-driven Paraplanner to join the Financial Planning team. This role allows you to make a real impact by supporting advisers and clients with a wide range of financial planning needs.
Approximately 75-80% of your time will be spent preparing suitability reports, supporting documentation, and client correspondence. The remainder of the role involves research, compliance checks, and contributing to efficiency and process improvements within the team.
Work closely with advisers to ensure client recommendations are accurate, compliant, and actionable. Work will be based in the Blackburn office, with flexibility for hybrid working under the firm's flexible working policy.
Key Responsibilities- Research financial products, funds, and solutions to support client advice
- Prepare suitability reports, supporting documentation, and client correspondence
- Identify opportunities and areas for improvement within client portfolios
- Assist advisers with pre-sale compliance checks and project work
- Support the adoption of AI tools and other technology to improve efficiency and productivity
- Contribute to process improvements and innovation within the Financial Planning team
- Minimum of 2 years’ experience in paraplanning
- Financial Planning qualifications or actively working towards them
- Experience in pension switches, group pensions, cashflow modelling, investment and protection advice, inheritance tax planning
- Comfortable using AI and other tools to support paraplanning work
- Strong organisational skills and ability to manage a busy, changing workload
- Proficient in Word, Excel, Outlook, and ideally financial planning software and tools
- Minimum GCSE passes in Maths and English
- Team player with a commitment to long-term professional development
- Join an established and respected regional firm with a strong focus on client service and financial planning expertise
- Work collaboratively across services with advisers and other specialists
- Clear pathways for professional development and career advancement
- Strong focus on training, learning, and use of innovative technology to improve client outcomes
- Flexible working options and a supportive team environment
Paraplanner - Financial Planning in Blackburn employer: Proman Recruitment
Contact Detail:
Proman Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Financial Planning in Blackburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a paraplanner role that’s just perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and compliance checks. Be ready to discuss how you can contribute to process improvements and support advisers effectively. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t forget to showcase your tech-savviness! Highlight your experience with AI tools and financial planning software during interviews. This will demonstrate your commitment to efficiency and innovation, which is key in today’s financial landscape.
✨Tip Number 4
Apply through our website for a smoother application process! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining our team and contributing to our mission of delivering top-notch financial planning services.
We think you need these skills to ace Paraplanner - Financial Planning in Blackburn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially any work with suitability reports and compliance checks. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Be sure to mention any relevant qualifications or experiences that make you a great fit.
Showcase Your Tech Savvy: Since we’re keen on using AI tools and technology, don’t forget to mention your comfort level with these. If you've used any financial planning software or tools, let us know! It’ll show us you’re ready to hit the ground running.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important details. We can’t wait to hear from you!
How to prepare for a job interview at Proman Recruitment
✨Know Your Financial Products
Make sure you brush up on the financial products and solutions relevant to the role. Being able to discuss specific products, their benefits, and how they fit into client portfolios will show your expertise and readiness for the position.
✨Prepare Suitability Reports
Since a big part of the job involves preparing suitability reports, practice drafting a few before your interview. This will not only help you understand what’s expected but also give you concrete examples to discuss during the interview.
✨Showcase Your Tech Savvy
With the emphasis on using AI tools and technology, be prepared to talk about your experience with these. Share specific examples of how you've used tech to improve efficiency in your previous roles, as this will demonstrate your adaptability and forward-thinking approach.
✨Highlight Your Team Spirit
This role requires collaboration with advisers and other specialists, so be ready to share examples of how you've successfully worked in teams. Emphasising your ability to contribute positively to a team environment will resonate well with the interviewers.