Blackburn
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 our client service delivery. You’ll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role • To work as part of the Wealth Management team providing an excellent service to their clients, • Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management – planning, tax mitigation, investment strategy and asset protection., • Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports., • Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking., • Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies. The Candidate • Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole., • Passionate about providing great client service., • Great at communicating with people at all levels – face to face and in writing., • Positive and good at using your initiative., • Organised and good at working under pressure., • Motivated and well organised., • Level 4 Qualified (Or close to completion) For more information please contact me on 07896 933622 or email