Paraplanner - Financial Planning
The Role
An exciting opportunity has arisen for a proactive and detail-driven Paraplanner to join the Financial Planning team. This role allows you to make a real impact by supporting advisers and clients with a wide range of financial planning needs.
* Approximately 75-80% of your time will be spent preparing suitability reports, supporting documentation, and client correspondence
* The remainder of the role involves research, compliance checks, and contributing to efficiency and process improvements within the team
* Work closely with advisers to ensure client recommendations are accurate, compliant, and actionable
* Work will be based in the Blackburn office, with flexibility for hybrid working under the firm's flexible working policy
Key Responsibilities
* Research financial products, funds, and solutions to support client advice
* Prepare suitability reports, supporting documentation, and client correspondence
* Identify opportunities and areas for improvement within client portfolios
* Assist advisers with pre-sale compliance checks and project work
* Support the adoption of AI tools and other technology to improve efficiency and productivity
* Contribute to process improvements and innovation within the Financial Planning team
What we're looking for
* Minimum of 2 years' experience in paraplanning
* Financial Planning qualifications or actively working towards them
* Experience in pension switches, group pensions, cashflow modelling, investment and protection advice, inheritance tax planning
* Comfortable using AI and other tools to support paraplanning work
* Strong organisational skills and ability to manage a busy, changing workload
* Proficient in Word, Excel, Outlook, and ideally financial planning software and tools
* Minimum GCSE passes in Maths and English
* Team player with a commitment to long-term professional development
Why apply?
* Join an established and respected regional firm with a strong focus on client service and financial planning expertise
* Work collaboratively across services with advisers and other specialists
* Clear pathways for professional development and career advancement
* Strong focus on training, learning, and use of innovative technology to improve client outcomes
* Flexible working options and a supportive team environment
INDWIN
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