Eden Rose
Paraplanner
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Job Ref: 90949
Location: Lancaster, Lancashire
Salary: £35,000 - £50,000 Per Annum
Employment Type: Permanent
Job #90949
About The Role
We’re working with a highly regarded, independent financial planning firm looking to appoint an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technical Paraplanner who enjoys producing high-quality suitability reports, conducting research and working closely with Financial Advisers to deliver outstanding client outcomes. The business offers a supportive environment, genuine career progression and flexible hybrid working.
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Key Responsibilities
- Prepare high-quality suitability reports across pensions, investments, and protection.
- Conduct technical research and product comparisons.
- Carry out cashflow modelling and retirement planning analysis.
- Research funds, platforms, and providers.
- Support Financial Advisers with complex client cases and recommendations.
- Liaise with providers, advisers, and administrators throughout the advice process.
- Ensure all work is completed in line with FCA regulations and company compliance standards.
- Keep up to date with legislation and industry developments.
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About You
- Minimum of 2 years’ paraplanning experience.
- Level 4 Diploma in Financial Planning, or actively working towards completion.
- Strong knowledge of pensions, investments, tax planning, and protection.
- Experience writing suitability reports.
- Excellent technical, analytical, and communication skills.
- Organised with exceptional attention to detail.
- Experience using industry systems such as Intelligent Office, Xplan, FE Analytics, Dynamic Planner, Voyant, or CashCalc would be advantageous.
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