Paraplanner

CKB Recruitment Ltd; Borough of Wyre; Sur place; GBP 35 000 - 45 000; Plein temps

Avantages offerts par ce poste

Private medical insurance

Death-in-service cover

3% employer pension contribution

25 days annual leave plus bank holiday

Résumé du poste

CKB Recruitment Ltd is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully fledged Paraplanner position.

This is an excellent opportunity to join a friendly, personable team where you will support the delivery of high-quality financial advice and have genuine scope for progression, including potential to develop towards Trainee Financial Adviser.

Qualifications

• Experience preparing suitability reports and annual review documentation.
• Understanding the financial-advice process.
• Knowledge of Intelligent Office.
• Strong report-writing skills and attention to detail.

Responsabilités

• Prepare detailed and compliant suitability reports after receiving fact-finds.
• Produce accurate annual review packs.
• Conduct research to support suitable recommendations.
• Maintain up-to-date client records.
• Liaise with Adviser and Administration Manager.
• Ensure cases progress efficiently and comply with standards.
• Support growth of the financial-planning division.

Connaissances

Paraplanner experience

Report writing

Financial planning knowledge

Attention to detail

Formation

Financial planning qualifications in progress

Outils

Intelligent Office

Description du poste

Paraplanner

Blackpool Circa £35,000 £45,000, negotiable depending on qualifications and experience Full-time

CKB Recruitment is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully‑fledged Paraplanner position.

This is an excellent opportunity to join a friendly, personable team where you will be trusted to play an important role in supporting the delivery of high‑quality financial advice. There is genuine scope for progression as the business continues to grow, including the potential to develop towards a Trainee Financial Adviser position for someone with the right ambitions.

The Role

Working within the financial‑planning division, you will support a full‑time Financial Adviser and work alongside an experienced Administration Manager.

Your responsibilities will include:

• Preparing detailed and compliant suitability reports after receiving completed fact‑finds from the Adviser
• Producing accurate annual review packs
• Conducting research and gathering the information required to support suitable recommendations
• Maintaining accurate and up‑to‑date client records
• Liaising closely with the Adviser and Administration Manager
• Ensuring cases progress efficiently and meet relevant compliance standards
• Using Intelligent Office as the company s back‑office system
• Supporting the continued development and growth of the financial‑planning division

About You

The business is open to considering either an established Paraplanner or someone currently working towards becoming one.

Ideally, you will have:

• Previous experience within a financial‑planning or wealth‑management environment
• Experience preparing suitability reports and annual review documentation
• A good understanding of the financial‑advice process
• Working knowledge of Intelligent Office
• Strong written communication and report‑writing skills
• Excellent attention to detail and organisational ability
• Relevant financial‑planning qualifications, or be actively working towards them
• A friendly, personable and collaborative approach

The Business and Culture

The wider group employs 21 people across two companies, with 19 working within general insurance and two currently supporting the financial‑planning side of the business.

You will be joining a friendly, down‑to‑earth and personable team with ambitious plans for continued growth. The culture is supportive and collaborative, and the business is looking for someone who will fit comfortably into the existing team while taking pride in delivering a professional service to its clients.

Salary and Benefits

• Circa £35,000 £45,000 depending on experience
• Salary is open to negotiation and will be reviewed based on qualifications and relevant experience
• 25 days annual leave plus bank holidays
• Private medical insurance
• Death‑in‑service cover equivalent to twice your salary
• Standard 3% employer pension contribution
• Genuine scope for career development and progression
• Potential route towards becoming a Trainee Financial Adviser

Working Arrangements

This is a full‑time position working 35 hours per week:

Monday to Friday, 9am 5pm, with a one‑hour lunch break.

The role will initially be office‑based in Blackpool, so candidates living within a sensible commuting distance would be preferred. There may be scope for one/two days per week working from home once you are fully established within the position.