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Financial Planning Assistant/Paraplanner

1 month ago

Lytham, United Kingdom Burton Recruitment Limited Full time

Paraplanner – Lytham - £30-40K


Our client a reputable and long-established financial planning firm based in Lytham are currently expanding their team due to ongoing growth and success. They are actively seeking an experienced and dedicated Paraplanner. This is an exciting opportunity for a detail-oriented professional to contribute meaningfully to a supportive and collaborative environment.


Key Responsibilities:

  • Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
  • Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
  • Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
  • Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
  • Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
  • Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
  • Industry Knowledge: Stay informed about industry trends, regulatory changes, and new financial products.
  • Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.


Knowledge & Experience:

  • Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
  • Proficiency in writing complex reports and conducting detailed case assessments.
  • Ability to analyse information, identify key insights, and make well-supported recommendations.
  • Commitment to continuous learning, with a proactive approach to developing and applying new skills.
  • In-depth understanding of pensions, retirement planning, investments, tax planning and relevant regulations.


The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.


In Return, We Offer:

  • Competitive salary of upto £40k
  • Opportunities for professional growth within a supportive and forward-thinking team.
  • 25 days of annual leave, plus bank holidays.
  • Workplace pension plan.
  • Flexible working options to promote work-life balance.

Free on-site parking.


This is a fantastic opportunity for a skilled paraplanner looking to advance their career in a well-

regarded and supportive financial planning firm. If you’re dedicated, knowledgeable, and eager

to make an impact, we’d love to hear from you.