Paraplanner - Financial Planning

Paraplanner - Financial Planning

Location: Lytham Hybrid Working Available

Salary: Up to £40,000 DOE + Benefits

Full-Time Permanent (37.5 hours per week)

Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success.

As a Paraplanner, you will provide high-quality technical support to advisers, carrying out research, preparing detailed suitability reports, and ensuring client records and recommendations are accurate and compliant. You'll be involved in pensions, investments, tax, and retirement planning, with the chance to develop your expertise further while supporting advisers in delivering excellent client outcomes.

Key Responsibilities

" Conduct research on financial products and funds, including pensions and investments

" Prepare detailed suitability reports and supporting documentation for advisers

" Support advisers with technical queries and client recommendations

" Maintain accurate client records, including compliance and risk profiles

" Ensure all work is carried out in line with FCA regulations and industry standards

" Build strong relationships with clients, handling queries and providing technical support

" Stay up to date with industry changes, products, and legislation

" Collaborate closely with advisers and administrators to deliver a seamless client experience

What We're Looking For

" Minimum 2 years' paraplanning experience (writing complex and detailed reports)

" Level 4 Diploma in Financial Planning (or equivalent) - essential (or working towards)

" Strong technical knowledge across pensions, investments, tax, and retirement planning

" Excellent report writing, analytical, and problem-solving skills

" High attention to detail with strong organisational skills

" Proficiency in Microsoft Office (Word, Excel, Outlook essential)

" Strong written and verbal communication skills, with the ability to explain complex concepts clearly

" Team-oriented, proactive, and committed to continuous learning

What's on Offer

" Salary up to £40,000 (DOE)

" Hybrid working available to support work-life balance

" 37.5-hour working week

" Competitive benefits package

" Professional, supportive, and collaborative working environment

" Study support and ongoing CPD to further qualifications

" Long-term career development within financial services

Apply Now

If you're an experienced or semi-qualified Paraplanner looking for a new opportunity in Lytham with a supportive and established firm, we'd love to hear from you.

For further information please contact one of specialist consultant quoting NJR16121