Job Ref
* Location: BLACKBURN, Lancashire
* Type: Permanent
* Job #90627
* Salary: £35,000 - £45,000 Per Annum
Paraplanner
We are seeking an experienced Paraplanner to join a growing and client-focused financial planning firm. This role will involve working closely with Financial Advisers to provide technical support, conduct research, prepare suitability reports, and help deliver high-quality financial planning solutions to clients.
This is an excellent opportunity for a detail-oriented individual who enjoys the technical side of financial planning and is looking to develop their career within a supportive and professional environment.
Key Responsibilities
* Prepare clear, accurate and compliant suitability reports
* Conduct research on pensions, investments, protection and retirement planning solutions
* Analyse existing client arrangements and provide recommendations to advisers
* Prepare client review packs, valuations and supporting documentation
* Undertake fund and product research using industry tools and provider platforms
* Assist with cashflow modelling and financial planning analysis
* Liaise with providers to obtain information and resolve queries
* Ensure all work complies with FCA regulations and internal procedures
* Support advisers in delivering a seamless client experience
Skills & Experience
* Previous experience in a Paraplanner role
* Strong understanding of pensions, investments and financial planning products
* Experience producing suitability reports
* Excellent attention to detail and organisational skills
* Strong written and verbal communication skills
* Ability to manage multiple cases and work to deadlines
* Experience using back-office systems such as Intelligent Office, Xplan or similar
* Level 4 Diploma qualified or working towards completion
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