At a Glance
- Tasks: Provide comprehensive paraplanning support and produce high-quality suitability reports.
- Company: Values-led financial planning firm in Chorley with a supportive culture.
- Benefits: Negotiable salary, 36 days holiday, flexible hours, and hybrid working.
- Other info: Collaborative environment with opportunities for continuous improvement and career growth.
- Why this job: Join a growing team and enhance your technical expertise while making a real impact.
- Qualifications: Level 4 Diploma in Financial Planning and at least 2 years' paraplanning experience.
The predicted salary is between 35000 - 45000 £ per year.
A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.
The Role
You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.
Key Responsibilities:
- Producing clear, accurate, and compliant suitability reports
- Conducting detailed research across pensions, investments, protection, and estate planning
- Preparing cashflow models and technical analysis to support client advice
- Liaising closely with Advisers to ensure well-structured and client-focused recommendations
- Maintaining high standards of compliance and documentation
- Supporting continuous improvements to paraplanning processes and systems
About You
- Level 4 Diploma in Financial Planning qualified (or working towards)
- At least 2 years' experience working as a Paraplanner
- Strong technical understanding of pensions and investments
- Comfortable handling complex cases with minimal supervision
- Highly organised with excellent attention to detail
- A collaborative team player who takes pride in quality work
What's On Offer
- 36 days holiday
Paraplanner - Hybrid in Burnley employer: Search
Join a dynamic and values-driven financial planning firm in Chorley, where you will thrive in a supportive hybrid work environment that promotes flexibility and work-life balance. With a strong emphasis on employee growth, you will have the opportunity to enhance your technical skills while contributing to high-quality client outcomes, all within a collaborative team culture that values excellence and innovation.
