Paraplanner

Chorley, Lancashire

Employment Type: Full-Time

Salary: £30,000 - £34,000

Respected and growing financial advisory firm based in Lancashire, providing tailored financial advice and wealth management services. The team is dedicated to delivering high quality, client-focused solutions and building lasting relationships. The Financial Services firm are seeking an experienced and detail oriented Paraplanner to join the team.

As a Paraplanner, you will play a vital role in supporting the Financial Advisors by preparing and analysing financial plans, conducting research, and providing technical expertise. This position is ideal for someone with strong analytical skills, a solid understanding of financial planning principles, and a passion for delivering high quality support in a collaborative environment.

Key Responsibilities:

• Work alongside Financial Advisors to prepare and maintain client financial plans.
• Conduct detailed research on investment options, pension plans, and other financial products.
• Prepare suitability reports and recommendations based on clients' financial objectives and risk tolerance.
• Ensure compliance with relevant financial regulations and company standards.
• Assist with the review and update of client information and financial documents.
• Support client meetings by preparing necessary documentation and conducting follow-ups as needed.
• Stay informed about changes in financial markets, products, and regulations.

Experience & Qualifications:

• Diploma in Financial Planning or nearly completed the diploma.
• Proven experience in a Paraplanner role, ideally within a financial advisory firm.
• Strong knowledge of financial planning, investments, pensions, and protection products.
• Excellent analytical and problem solving skills.
• High attention to detail and ability to produce accurate, compliant financial reports.
• Proficiency in financial planning software and Microsoft Office suite.

In return you will receive:

• Competitive salary and benefits package.
• Opportunities for professional development and progression within the firm.
• Supportive and collaborative work environment.
• Convenient location in Chorley.

How to Apply:

If you are an experienced Paraplanner and would be interested in the job opportunity please apply with your cv.