Job Description
Job Title: Paraplanner
Location: Blackburn (Hybrid – 3 days office / 2 days remote)
Salary: £30,000 - £40,000
Benefits: Hybrid working, funded study support for Diploma in Financial Planning, team social fund
About the Company
This opportunity is with a well-established and growing professional services firm with a strong reputation in financial planning and advisory services. With a collaborative culture and continued investment in technology and development, the firm is expanding its paraplanning team to support a growing adviser base. Employees benefit from a supportive environment focused on professional development, technical excellence, and long-term career growth.
Role Summary
An opportunity has arisen for a Paraplanner to join a growing financial planning team, supporting multiple advisers with high-quality technical analysis and suitability reporting. The firm uses a combination of technology, AI-assisted report writing, and collaborative workflows to streamline processes, enabling paraplanners to focus on technical planning and client outcomes.
This role offers strong development opportunities for individuals progressing through the Diploma in Financial Planning while working within a supportive and well-structured advisory team.
Key Responsibilities
• Prepare suitability reports and financial planning documentation: enabling advisers to deliver clear and compliant client recommendations
• Conduct technical research and product comparisons: ensuring clients receive well-informed financial planning strategies
• Analyse client financial information and planning objectives: supporting the delivery of tailored advice
• Assist advisers with case preparation and implementation: improving efficiency across the advisory process
• Maintain accurate documentation and compliance standards: contributing to a high-quality client service environment
Requirements
• Experience working within a paraplanning role supporting financial advisers
• Diploma in Financial Planning (or actively studying towards it)
• Strong knowledge of financial planning products and suitability report preparation
• Strong attention to detail and ability to manage multiple cases simultaneously