My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you’re early in your paraplanning journey or bring years of experience, this is your chance to make a real impact—supporting advisers and clients. The company offers hybrid working and full exam support.
As a Paraplanner you’ll be at the heart of our client service delivery. You’ll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
The Role
* To work as part of the Wealth Management team providing an excellent service to their clients
* Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management – planning, tax mitigation, investment strategy and asset protection.
* Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports.
* Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking.
* Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies.
The Candidate
* Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
* Passionate about providing great client service.
* Great at communicating with people at all levels – face to face and in writing.
* Positive and good at using your initiative.
* Organised and good at working under pressure.
* Motivated and well organised.
* Level 4 Qualified (Or close to completion)
For more information please contact me on 07896 933622 or email graeme.hyland@idexconsulting.com