Paraplanner Work, Jobs in Blackpool Fy3 (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Planner
Partnership Recruitment —Haydock
- Hybrid work
- School
1d

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Paraplanner (Chorley)
Perspective Financial Group —Chorley
Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
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 (…

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Senior Paraplanner

RGH‑Global Limited
Blackpool

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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

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Senior Paraplanner

Paraplanner (Chorley)

Financial Adviser (Chorley)

Financial Planner

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