Paraplanner - Hybrid

Search • Permanent • Remote (Leyland, Lancashire, England, United Kingdom) • £40k - £60k / year • 1d ago

Paraplanner - Hybrid

Location: Chorley (Hybrid Working Available - 2 days from home)
Salary: Negotiable (dependent on experience)
Hours: Monday to Friday, 9am - 5pm (flexible hours also available)

A growing, values-led financial planning firm based in Chorley is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes.

The Role

You will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment.

Key Responsibilities:

Producing clear, accurate, and compliant suitability reports
Conducting detailed research across pensions, investments, protection, and estate planning
Preparing cashflow models and technical analysis to support client advice
Liaising closely with Advisers to ensure well-structured and client-focused recommendations
Maintaining high standards of compliance and documentation
Supporting continuous improvements to paraplanning processes and systems

About You

Level 4 Diploma in Financial Planning qualified (or working towards)
At least 2 years' experience working as a Paraplanner
Strong technical understanding of pensions and investments
Comfortable handling complex cases with minimal supervision
Highly organised with excellent attention to detail
A collaborative team player who takes pride in quality work

What's On Offer

36 days holiday (including Bank Holidays)
Option to purchase an additional 5 days annual leave
Hybrid working - 2 days from home following probation
Pension scheme with employer contributions
Full support for ongoing exams and professional development
Group Life cover: x4 salary
Rolling sick pay scheme

Why Apply?

This is a great opportunity for an experienced Paraplanner who wants to be part of a firm that values technical excellence, invests in its people, and offers clear development pathways within a supportive and forward-thinking team.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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