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Paraplanner
Paraplanner – 3 Days in Blackburn, 2 Days Remote
Salary: Up to £45,000
A fantastic opportunity to work closely with our Financial Advisers, supporting business owners, professionals, and retirees in shaping their financial futures.
What the Role Involves
- Researching financial products, funds, and solutions to deliver bespoke advice.
- Crafting suitability reports and documentation for client meetings.
- Identifying investment opportunities and portfolio improvements.
- Ensuring compliance through pre-sale checks and supporting projects.
- Driving process innovation to enhance team efficiency.
- Leveraging AI tools to streamline research and advice preparation.
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Your Development
We’re invested in your growth—both professionally and personally. You’ll benefit from:
- Complementary learning including:
- Pathways to becoming a trusted financial advisor.
- Networking and presentation skills.
- 6-month performance reviews with optional monthly 1-1s.
- Mentorship opportunities to guide your career progression.
- Involvement in firm initiatives, helping shape the future of our North West financial practice.
- Support for CII Diploma studies, with access to NextGen Planners resources.
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Why join us? – Because we enable meaningful careers in finance, underpinned by innovation and intentional development.
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