Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planners by conducting research and preparing detailed reports.
- Company: Join a forward-thinking financial planning practice in Blackburn.
- Benefits: Hybrid working, supportive environment, and opportunities for professional growth.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: 2 years of paraplanning experience and strong writing skills required.
- Other info: Embrace technology and collaborate with a dynamic team.
The predicted salary is between 36000 - 60000 £ per year.
A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn. This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients' long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.
As a Paraplanner, you will work closely with financial planners to deliver exceptional advisory support. Your day-to-day work will be varied, meaningful, and central to ensuring clients receive high-quality, well-researched, and compliant advice.
Key Responsibilities:- Conduct in-depth research on products, funds, and financial solutions to support client recommendations.
- Prepare clear, accurate, and technically robust suitability reports and supporting documents.
- Identify planning opportunities and areas to enhance client outcomes.
- Assist with compliance checks, pre-advice reviews, and project-based work.
- Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
- Utilise technology and AI-enabled tools to streamline analysis and support advisers.
- Collaborate with planners, administrators, and other internal teams to deliver a seamless client experience.
You will excel in this role if you:
- Enjoy working collaboratively with advisers and colleagues across the business.
- Can manage multiple tasks and deadlines effectively.
- Have strong writing skills and can produce clear, well-structured suitability reports.
- Are confident communicating with clients where needed.
- Are organised, proactive, and comfortable taking ownership of your workload.
- Embrace new technology, including AI tools, to enhance productivity and research quality.
- At least 2 years paraplanning experience within a financial planning or wealth management environment.
- Working towards or already holding recognised financial planning qualifications.
- Strong knowledge of pensions, investments, cashflow modelling, protection planning, and inheritance tax considerations.
- Confident using Microsoft Office and financial planning systems/software.
- GCSE (or equivalent) in English and Maths.
Paraplanner in Blackburn employer: RGH-Global Limited
Contact Detail:
RGH-Global Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner 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 forums. We all know that sometimes it’s not just what you know, but who you know that can help you land that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of the latest financial products. We recommend practising common interview questions with a friend or even in front of the mirror. Confidence is key, and we want you to shine!
✨Tip Number 3
Showcase your skills through a portfolio! If you’ve worked on any suitability reports or research projects, compile them into a neat presentation. This will give potential employers a taste of what you can bring to their team, and we think it’ll really set you apart.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner in Blackburn
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your analytical and writing skills in your application. We want to see how you can produce clear and well-structured suitability reports, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for the Paraplanner role. Mention specific experiences that relate to financial planning and how you’ve collaborated with teams in the past. It’ll make you stand out!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your key points shine through.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at RGH-Global Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, pensions, and investment strategies. Being able to discuss these topics confidently will show that you're not just a paraplanner but a knowledgeable partner in the financial planning process.
✨Showcase Your Writing Skills
Since you'll be preparing suitability reports, it's crucial to demonstrate your writing abilities. Bring along examples of your previous reports or documents to showcase your clarity and structure. This will help the interviewers see how you can contribute to their team's output.
✨Embrace Technology
Familiarise yourself with any AI tools or financial planning software mentioned in the job description. Be ready to discuss how you've used technology in your past roles to enhance productivity and improve client outcomes. This will highlight your adaptability and forward-thinking approach.
✨Collaborate and Communicate
Prepare to discuss your experience working with advisers and other teams. Think of examples where your collaboration led to successful outcomes. This will show that you understand the importance of teamwork in delivering exceptional client experiences.
