Paraplanner

The Opportunity

We're looking for a proactive, detail-driven individual to join our Financial Planning 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.

What You'll Be Doing

As a Paraplanner at PM+M, you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.

Your role will include:

• Researching products, funds, and financial solutions to support tailored advice.
• Preparing suitability reports and documentation for client meetings.
• Highlighting opportunities and areas for improvement in client portfolios.
• Supporting compliance through pre-sale checks and project work.
• Driving innovation by contributing to improve team efficiency .
• Working with AI software to prepare research and advice .

Your Growth Matters

We're serious about your development.

You'll have access to:

• A wide range of technical and soft skills training.
• Twice-yearly performance reviews to keep your career on track.
• Support for CII Diploma studies, including access to NextGen Planners.
• Opportunities to get involved in firm-wide initiatives and shape our journey to becoming the North West's leading finance firm.

What You Bring

We're looking for someone who's not just technically capable, but also collaborative, curious, and client-focused. You'll thrive here if you:

• Are a team player with a passion for financial planning.
• Can juggle priorities and deliver high-quality work under pressure.
• Have strong initiative and project management skills.
• Are confident producing suitability letters and communicating with clients.
• Are comfortable working independently and managing your own workload. Your Experience

Our ideal candidate will:

• Have 2+ years' experience in paraplanning.
• Have Financial Planning Qualifications or actively working towards it.
• Hold GCSEs (Grade C/5+) in Maths and English.
• Be proficient in Word, Excel, Outlook, and ideally financial planning tools and systems.
• Be open to using AI tools to enhance productivity.
• Have experience in pension switches, group pensions, cashflow modelling, investment advice, Protection advice, inheritance tax and more.

Why PM+M?

We're not just another financial planning firm. PM+M is a vibrant, inclusive, and values-led organisation with offices in Blackburn, Bury, and a hub in Burnley. We're proud members of Praxity, the world's largest alliance of independent accountancy firms, giving you access to global opportunities and insights.

At PM+M, we believe in flexibility, trust, and empowerment. We listen to your goals and help you achieve them—whether that's career progression, personal development, or work-life balance. We're building something special, and we'd love you to be part of it.

In addition to competitive salaries, here's what our market leading benefits packages look like:

• 25 days' holiday per annum + bank holidays
• office closedown over Winter Break
• flexible Easter Break, to account for other religious festivals
• on site free parking
• employer pension contribution of 8%
• death in service life cover of 4 x salary
• income protection scheme
• weekly flexi time
• agreed overtime
• family friendly policies including enhanced maternity, paternity, adoption and shared parental pay
• flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance with unlimited outpatient cover, extra holidays, electric car scheme etc
• hybrid working
• full technical and soft skills training and support
• recruitment incentive scheme
• cycle to work scheme
• employee well-being portal
• access to the WeCare app that offers health, well-being, financial and legal support
• dress for your day policy and dress down Fridays

• paid sick leave
• extensive learning & development opportunities and study support

• Firm wide success bonus based on the achievement of certain financial metric(s).
• Access to Dashlane password manager for you + 9 of your family and friends
• Fee-free service to whole of market mortgage and insurance advice
• Access to Able Futures support, a Mental Health Support Service