PARAPLANNER - CHORLEY

We are currently recruiting for an experienced Paraplanner to join a growing financial planning team in Chorley.

This is an excellent opportunity for a Paraplanner looking to develop their career within a professional and supportive environment, providing technical research and report-writing support to Financial Advisers.

Key Responsibilities:

• Prepare accurate Financial Planning and suitability reports based on client needs and adviser instructions.
• Conduct detailed research and analysis across providers, products and investment funds.
• Liaise with Advisers, Compliance and internal teams to progress client cases.
• Ensure reports are accurate, compliant and completed within agreed timescales.
• Maintain accurate case records and paraplanning logs.
• Manage a varied workload and prioritise cases effectively.
• Provide high-quality technical support throughout the financial planning process.

About You:
The successful candidate will ideally have:

• 1–2 years' experience working as a Paraplanner.
• At least 3 years' experience within a Financial Planning environment.
• Level 4 Diploma in Financial Planning, or be within 1–2 exams of completion.
• A good understanding of UK financial services regulation.
• Strong technical research and report-writing skills.
• Excellent attention to detail and communication skills.
• The ability to manage multiple priorities and work effectively within a team.

What's on Offer:

• £40,000 salary
• Hybrid working
• 28 days' holiday plus Bank Holidays
• Opportunity to purchase up to 5 additional days' holiday
• 4% employer pension contribution
• Group Life Assurance – 4x salary
• Exam and training support
• Ongoing professional development and career progression

If you are an experienced Paraplanner looking for a new opportunity with a well-established financial planning team, we would be keen to hear from you.