Level 4 Paraplanner

Benefits:

Hybrid working – opportunity to work from home and the office

Employer pension contribution of 4% with salary sacrifice available for employee contributions

28 days annual leave plus Bank Holidays

Option to purchase up to an additional 5 days annual leave

Group Life Cover (4 x salary)

Rolling sick pay scheme

Full exam and professional study support

Ongoing training and career development

Support towards Chartered Financial Planner status

Job Title:

Paraplanner

Location:

Chorley - Hybrid Working

Salary: £30,000 Upwards - depending on experience

About the Company:

Our client is a well-established and highly respected financial planning firm with a genuine commitment to helping clients achieve long-term financial wellbeing. They pride themselves on delivering high-quality, holistic financial planning while fostering a collaborative and supportive working environment where employees are encouraged to develop their skills and progress their careers.

The business believes in creating a workplace where people feel valued, supported and empowered to grow, whilst delivering an exceptional service to clients through professional advice, technical expertise and teamwork.

Key Responsibilities:

As an experienced Paraplanner, you will provide technical support to Financial Advisers through detailed research, report writing and financial planning analysis. You will work closely with advisers, technical specialists and compliance teams to ensure the highest standards of advice are delivered to clients.

Your responsibilities will include:

Accurately interpreting adviser client files and recommendations to produce comprehensive Financial Planning Reports.

Conducting detailed technical research and analysis to identify suitable providers, products and investment solutions.

Preparing high-quality suitability reports within agreed service levels and internal deadlines.

Liaising with the Technical Team to discuss complex cases and technical queries.

Working closely with the Compliance Team where pre-sale approval is required.

Ensuring all reports are accurate, compliant ...