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Permanent

Paraplanner

Blackburn
money-bag 30000.00-30000.00 Annual
3085435779
Posted 5 days ago

Job Title: ParaplannerLocation: Blackburn (Hybrid - 3 days office / 2 days remote)Salary: £30,000 - £40,000Benefits: Hybrid working, funded study support for Diploma in Financial Planning, team social fundAbout the CompanyThis 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 SummaryAn 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 ..... full job details .....

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