Paraplanner

2 days ago

Blackburn, United Kingdom Heat Recruitment Full time

LocationBLACKBURN Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89282 Recruiter Managing This Role Role Overview: A well-established Financial Planning firm in the North West is seeking a proactive and detail-driven Paraplanner to join their team. You will work closely with advisers to support business owners, professionals, and retirees, helping them navigate their financial futures. This role is suitable for both early-career paraplanners and experienced professionals looking to make an impact. Key Responsibilities: Research products, funds, and financial solutions to support tailored client advice. Prepare suitability reports and client meeting documentation. Identify opportunities and areas for improvement in client portfolios. Support compliance through pre-sale checks and project work. Contribute to team efficiency and innovation, including using AI tools to assist in research and advice. Collaborate with advisers to ensure excellent client service. Candidate Profile: Team player with a passion for financial planning. Strong initiative and project management skills. Ability to manage multiple priorities and deliver high-quality work under pressure. Confident producing suitability letters and communicating with clients. Comfortable working independently and managing own workload. Experience & Qualifications: 2+ years paraplanning experience preferred. Financial Planning qualifications or actively working towards them. GCSEs (Grade C/5+) in Maths and English. Proficient in Word, Excel, Outlook, and financial planning software. Experience in pensions, group pensions, cashflow modelling, investments, protection advice, and inheritance tax. Open to using AI tools to enhance productivity.

  • Paraplanner

    2 weeks ago

    Blackburn, United Kingdom RGH-Global Limited Full time

    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...

  • Paraplanner

    1 week ago

    Blackburn, United Kingdom RGH-Global Limited Full time

    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...

  • Paraplanner

    6 days ago

    Blackburn, United Kingdom RGH-Global Limited Full time

    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...

  • Paraplanner

    5 days ago

    Blackburn, Blackburn with Darwen, United Kingdom RGH-Global Limited Full time £22,000 - £40,000 per year

    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...

  • Senior Paraplanner

    37 minutes ago

    Blackburn, United Kingdom Eden Rose Full time

    About The Role We are seeking a highly skilled Senior Paraplanner to join our growing financial planning team. This is a fantastic opportunity for an experienced paraplanner looking to take on a more senior role, providing technical support to financial advisers and mentoring junior team members. Key Responsibilities Prepare and produce technically accurate...

  • Paraplanner

    1 week ago

    Blackburn, Blackburn with Darwen, United Kingdom RGH-Global Limited Full time £30,000 - £40,000 per year

    Job Description: Paraplanner Financial Planning TeamLocation: Blackburn (Hybrid Working Available)OverviewA 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...

  • Senior Paraplanner

    2 days ago

    Blackburn, United Kingdom Heat Recruitment Full time

    LocationBLACKBURN Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89464 Recruiter Managing This Role About the Role: We are seeking a highly skilled Senior Paraplanner to join our growing financial planning team. This is a fantastic opportunity for an experienced paraplanner looking to take on a more senior role, providing technical support to...

  • Paraplanner

    2 weeks ago

    Blackburn, United Kingdom IDEX Consulting Ltd Full time

    My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of...

  • Paraplanner

    1 week ago

    Blackburn, United Kingdom IDEX Consulting Full time

    Job description My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be...

  • Senior Paraplanner: Financial Planning Expert

    3 hours ago

    Blackburn, United Kingdom Eden Rose Full time

    A financial planning firm in the United Kingdom is seeking an experienced Senior Paraplanner to join their growing team. This role involves providing technical support to financial advisers and mentoring junior paraplanners. Responsibilities include producing accurate financial planning reports, ensuring compliance with regulations, and liaising with...