Recruit Wealth is delighted to represent one of the fastest‑growing, largest, national financial planning businesses in the UK.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Paraplanner
This newly created Paraplanner role is located at the Chorley regional hub, one of the network’s 50 national offices.
Responsibilities
* Compile detailed financial planning reports for the Financial Planners to present to clients.
* Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
* Assist with reviews and requests, acting as the point of contact for clients’ technical day‑to‑day queries.
* Arrange for plans to be submitted to company providers.
* Maintain client records on company software, ensuring all files are well‑presented, accurate and compliant.
* Prepare client review packs and conduct illustration requests.
* Keep up to date with financial products and legislation.
* Comply with all firm and industry guidelines, rules and regulations.
Role Requirements
* Experience in a financial advice firm and paraplanner skills are essential.
* Diploma qualified is desirable; consideration will be given to candidates with the relevant skills and experience.
* Experience with IO/Intelligent Office software is ideal.
* A reliable individual who can manage and prioritise workloads.
* Outstanding communication skills at all levels.
* Analytical and problem‑solving skills.
* Experience working as part of a team.
* Excellent organisational and multi‑tasking abilities.
* Flexibility/adaptability to cope with change.
* Confidence with IT and office software packages (Word, Excel, PowerPoint).
Benefits Of Joining The Business
* Quarterly paraplanning bonuses
* 25 days holiday plus bank holidays
* Day off for your birthday
* Annual salary reviews
* Staff awards
* Study support for professional industry exams
* Adviser Academy (if desired)
* Progression opportunities
* Holiday purchase scheme
* Life assurance
* Private pension
* Corporate eyecare cover
* Flex/hybrid working
Location: Chorley, Lancashire – Hybrid working | Salary: £45,000 – £50,000 per year | Job type: Permanent | Posted: 28/08/2025
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