Full job descriptionParaplannerSalary: £40,000
Location: Hybrid / Chorley
Job Type: Full-time, Permanent
We are looking for an experienced Paraplanner to join a busy financial planning team, providing technical research and report-writing support to Financial Advisers.
Key Responsibilities*Interpret client files and adviser instructions to prepare accurate Financial Planning Reports.
*Carry out research and analysis across providers, products and investment funds.
*Prepare suitability reports within agreed timescales.
*Liaise with Advisers, Compliance and internal teams to progress cases.
*Maintain accurate case records and paraplanning logs.
*Manage a varied workload and prioritise deadlines effectively.
*Ensure all work is accurate, compliant and to a high professional standard.
About You*1–2 years’ experience as a Paraplanner.
*Minimum 3 years’ experience within a Financial Planning environment.
*Level 4 Diploma in Financial Planning, or within 1–2 exams of completion.
*Good understanding of UK financial services regulation.
*Strong technical research and report-writing skills.
*Excellent attention to detail and communication skills.
*Strong IT skills, including Word, Excel and Outlook.
*Ability to manage multiple priorities and work effectively as part of a team.
Benefits*£40,000 salary
*Hybrid working
*28 days’ holiday plus Bank Holidays
*Option to purchase up to 5 additional days
*4% employer pension contribution
*Group Life Assurance – 4x salary
*Exam and training support
*Professional development opportunities
If you’re an experienced Paraplanner looking for your next opportunity, we’d love to hear from you.