Paraplanner Work, Jobs in Wigan Wn1 (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Blackpool
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
RGH‑Global Limited —Liverpool
- £38,000 - £50,000 a year
- Organisational skills
- Communication skills
- Analytics
13d
Paraplanner
Moneytree Financial Solutions —Runcorn
- £20 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
Paraplanner
Hoxton Wealth —Liverpool
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- English
- Administrative experience
- Annual leave
- Life insurance
Quick apply
5d
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
Paraplanning
Equilibrium Financial Planning —Wilmslow
- Up to £45,000 a year
- Annual leave
- Work from home
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave
Financial Planner
Partnership Recruitment —St Helens
- Hybrid work
- Business development
- School
12d
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Mentoring
- Training & development
- Annual leave
- Work from home
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave

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Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
This position bridges the gap between high-level paraplanning and face-to-face client advising, providing a fully funded, transparent route to becoming a fully…
£38,000 - £42,000 a year
Quick apply
IFA Administrator
Beyond Advice Group —Liverpool
IFA Administration: 2 years (required). Ability to thrive in a fast-paced environment while maintaining accuracy and attention to detail.
Up to £30,000 a year
Quick apply

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Senior Paraplanner

RGH‑Global Limited
Blackpool

Apply Now

Job details

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

Qualifications

Financial planning
Pension
Report generation
Suitability report preparation
Mentoring junior staff
Financial report writing
Mentoring
Technical writing
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

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paraplanner jobs in wigan wn1

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Paraplanner

Administrator - Full Time

IFA Administrator

Paraplanning

Client Support Administrator

Central Operations Administrator

Experienced Administrator for an Independent Financial Adviser (IFA)

IFA Administrator

Financial Planner

Senior Client Manager

Client Manager

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