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: 36 days holiday, hybrid working, pension scheme, and professional development support.
- Other info: Collaborative environment with opportunities for continuous improvement and growth.
- Why this job: Join a forward-thinking team that values technical excellence and offers clear career pathways.
- Qualifications: Level 4 Diploma in Financial Planning and at least 2 years' paraplanning experience.
Location: Chorley (Hybrid Working Available - 2 days from home)
Salary: Negotiable (dependent on experience)
Hours: Monday to Friday, 9am - 5pm (flexible hours also available)
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 (including Bank Holidays)
- Option to purchase an additional 5 days annual leave
- Hybrid working - 2 days from home following probation
- Pension scheme with employer contributions
- Full support for ongoing exams and professional development
- Group Life cover: x4 salary
- Rolling sick pay scheme
Why Apply?
This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Paraplanner - Hybrid in Leyland employer: Search
Join a values-led financial planning firm in Chorley that prioritises employee growth and well-being. With flexible working options, generous holiday allowances, and a commitment to professional development, this is an excellent opportunity for a Level 4 qualified Paraplanner to thrive in a supportive environment while contributing to high-quality client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid in Leyland
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner - Hybrid in Leyland
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
