Barrowford.
Job Title: Paraplanner
Location: Barrowford
Salary: £40,000 + Benefits
Working Pattern: 4 days in office / 1 day from home
About the Role
We are partnering with a well-established financial planning firm looking for a Diploma-qualified Paraplanner to join their growing team. This is a great opportunity for someone seeking long-term career progression into advice, with a clear pathway to Trainee Financial Adviser.
You’ll work closely with advisers to deliver high-quality financial plans and support client portfolios. The firm prides itself on strong back-office support, professional development, and a collaborative, client-focused environment.
Key Responsibilities
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Prepare and support comprehensive financial plans for clients, including pensions, investments, and retirement strategies.
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Conduct research on investment funds, insurance products, and financial markets.
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Assist advisers with suitability reports, client reviews, and documentation.
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Maintain accurate records and ensure compliance with regulatory standards.
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Support the team in onboarding and managing client portfolios.
What We’re Looking For
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Diploma-qualified (Level 4) – essential
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Previous paraplanning experience preferred
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Strong attention to detail and analytical skills
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Excellent communication and collaboration skills
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Ambition to progress into a Trainee Adviser role in the future