Paraplanner - 3 days per week in Blackburn - Hybrid working
The Paraplanner supports financial planners and advisers by producing high‑quality research, analysis, and suitability reports. You’ll play a key role in delivering an exceptional client experience, ensuring advice is compliant, technically accurate, and aligned with client objectives.
Key Responsibilities
- Financial planning analysis — Conduct detailed research across pensions, investments, protection, IHT, and retirement planning.
- Suitability report writing — Draft clear, compliant, client‑friendly suitability reports and recommendation documents.
- Cashflow modelling — Build and maintain lifetime cashflow models using tools such as Voyant or CashCalc.
- Technical research — Analyse products, funds, and tax strategies to support adviser recommendations.
- Compliance support — Ensure all advice meets FCA requirements and internal compliance standards.
- Client file preparation — Prepare documentation, illustrations, and application packs.
- Liaison with advisers — Work closely with advisers to clarify objectives and refine advice strategies.
- Ongoing review support — Assist with annual reviews, portfolio updates, and performance summaries.
