At a Glance
- Tasks: Produce suitability reports and conduct detailed research across financial planning cases.
- Company: A growing, values-led financial planning firm based in Chorley.
- Benefits: Enjoy 36 days holiday and a pension scheme with employer contributions.
- Other info: Hybrid working available, with 2 days from home after probation.
- Why this job: Join a supportive team that values technical excellence and offers clear development pathways.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and at least 2 years' paraplanning experience.
The predicted salary is between 35000 - 45000 £ per year.
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.
Paraplanner - Hybrid employer: Search
Located in Chorley, this firm prioritises technical excellence and invests in employee development. Employees enjoy benefits like 36 days of holiday and support for ongoing exams. The team is collaborative and focused on delivering excellent client outcomes.
