Financial planner Work, Jobs in Blackpool, Lan (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply

More jobs to discover

Find similar jobs that you might be interested in.

Financial Adviser (Chorley)
Perspective Financial Group —Chorley
Act in a professional manner when dealing with colleagues/stakeholders. Provision of strategic advice across a variety of financial products and services (…
Governing Body Adviser | Governor Services | Chorley, South Ribble and West Lancashire
Lancashire County Council —Chorley
Service Excellence You'll be focused on delivering service excellence to our customers to provide the right advisory support to fulfil our service level…
£28,142 - £32,061 a year
13d

I want to receive the latest job alerts for financial planner in blackpool, lan

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Paraplanner

RGH‑Global Limited
Blackpool

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Senior Paraplanner

Location: Blackpool (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

Refine Your Search

financial planner jobs in blackpool, lan

Senior Paraplanner

Financial Adviser (Chorley)

Paraplanner (Chorley)

Paraplanner

More jobs to discover

I want to receive the latest job alerts for financial planner in blackpool, lan

Explore jobs in more locations

Senior Paraplanner

Overview

Key Responsibilities

Team & Development

Skills & Experience

Additional Information

Jobseeker tools

Employer Tools

Browse

Stay Connected