Paraplanner

Job Ref

90891

Location

CHORLEY

Salary

£30,000 - £40,000 Per Annum

Employment Type

Permanent

• Location: CHORLEY, Lancashire
• Type: Permanent
• Job #90891
• Salary: £30,000 - £40,000 Per Annum

About The Role

We are seeking a detail-oriented and technically skilled

Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.

Working closely with advisers, administrators, and investment specialists, you’ll play a key role in the financial planning process — from research and analysis to report writing and compliance.

Key Responsibilities

• Provide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategies
• Prepare and produce suitability reports and supporting documentation for financial advisers
• Assist in the creation and review of financial plans, cashflow models, and risk assessments
• Liaise with advisers to understand client objectives and recommend appropriate solutions
• Ensure reports and advice meet compliance and regulatory standards
• Keep up to date with legislative and product changes affecting financial planning
• Maintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)
• Support advisers in client meetings as needed (optional depending on role)

Skills & Experience Required

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essential
• Previous experience in a Paraplanning role (typically 2+ years) within an IFA, wealth management, or financial planning firm
• Strong technical knowledge across pensions, investments, tax wrappers, and protection products
• Excellent attention to detail, organisational and communication skills
• Familiar with financial planning tools such as CashCalc, FE Analytics, or Voyant (preferred)
• Comfortable working independently and collaboratively in a fast-paced environment