Paraplanner Financial Planning Team

Location: Blackburn (Hybrid Working Available)

Overview

A fantastic opportunity has arisen for a motivated and skilled Paraplanner to join a forward-thinking financial planning practice in Blackburn.

This position is ideal for someone who is analytical, collaborative, and keen to play a key role in shaping clients long-term financial strategies. Whether you are an experienced paraplanner or developing your expertise, you will be joining a supportive environment where your skills and ideas can genuinely influence how the team evolves.

About the Role

As a Paraplanner, you will work closely with financial planners to deliver exceptional advisory support. Your day-to-day work will be varied, meaningful, and central to ensuring clients receive high-quality, well-researched, and compliant advice.

Key Responsibilities

• Conduct in-depth research on products, funds, and financial solutions to support client recommendations.
• Prepare clear, accurate, and technically robust suitability reports and supporting documents.
• Identify planning opportunities and areas to enhance client outcomes.
• Assist with compliance checks, pre-advice reviews, and project-based work.
• Contribute to continuous improvement initiatives aimed at driving efficiency within the team.
• Utilise technology and AI-enabled tools to streamline analysis and support advisers.
• Collaborate with planners, administrators, and other internal teams to deliver a seamless client experience.

You will excel in this role if you:

• Enjoy working collaboratively with advisers and colleagues across the business.
• Can manage multiple tasks and deadlines effectively.
• Have strong writing skills and can produce clear, well-structured suitability reports.
• Are confident communicating with clients where needed.
• Are organised, proactive, and comfortable taking ownership of your workload.
• Embrace new technology, including AI tools, to enhance productivity and research quality.

Ideal Experience & Qualifications

• At least 2 years paraplanning experience within a financial planning or wealth management environment.
• Working towards or already holding recognised financial planning qualifications.
• Strong knowledge of pensions, investments, cashflow modelling, protection planning, and inheritance tax considerations.
• Confident using Microsoft Office and financial planning systems/software.
• GCSE (or equivalent) in English and Maths.