Paraplanner

ob Title: Paraplanner
Location: Blackburn 
Salary: £35,000 – £45,000 DOE + benefits

About the Company:
We are a growing, forward-thinking IFA firm committed to delivering exceptional financial planning advice to our clients. With a supportive team environment, we focus on professional development, technical excellence, and high-quality client service.

The Role:
We are seeking a motivated and technically competent Paraplanner to join our team. This is a client-focused and advisory support role, responsible for preparing suitability reports, conducting research, and ensuring all advice is compliant and delivered to the highest standards.

Key Responsibilities:

• Prepare and review suitability reports for pensions, investments, ISAs, protection, and other financial products.

• Conduct technical research and analysis to support adviser recommendations.

• Liaise with clients and advisers to gather information and clarify requirements.

• Ensure all recommendations and processes comply with FCA regulations and internal policies.

• Support the adviser team with administrative and compliance tasks as needed.

Requirements:

• Level 4 Diploma in Regulated Financial Planning (or working towards).

• Strong technical knowledge of financial planning, investments, pensions, and protection.

• Experience in suitability report writing and cashflow modelling.

• Excellent attention to detail and organisational skills.

• Proactive, team-oriented, and able to work under deadlines.

• Familiarity with platforms such as XPLAN, Dynamic Planner, FE Analytics, or similar is desirable.