Paraplanner

Service Care Solutions; United Kingdom; On-site; GBP 35,000 - 40,000; Full time

Job summary

A financial planning firm is seeking an experienced Paraplanner in Lancashire to support financial advisers. This role involves conducting research, preparing reports, and ensuring client service standards are met. The ideal candidate has a minimum of 2 years' experience and a Level 4 Diploma in Financial Planning. Strong communication and organisational skills are essential for success in this position. Competitive salary from £35,000 to £40,000 per annum is offered, along with a referral bonus for successful placements.

Benefits

£250 referral bonus

Qualifications

• Minimum of 2 years' experience in a Paraplanning role or similar.
• Level 4 Diploma in Financial Planning or equivalent.
• Strong understanding of pensions, investments, and tax planning.

Responsibilities

• Conduct in-depth research on financial products and client solutions.
• Prepare compliant suitability reports across various financial areas.
• Support advisers with client analyses and recommendations.
• Maintain accurate client records and compliance documents.
• Monitor regulatory changes for compliant advice.
• Assist with technical queries related to financial planning.
• Build and maintain strong relationships with stakeholders.
• Contribute to process improvements and client service standards.

Skills

Excellent written communication

Attention to detail

Proficient in Microsoft Office

Organisational skills

Ability to work autonomously

Professionalism and compliance

Team player

Education

Level 4 Diploma in Financial Planning (or equivalent)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Paraplanner

Location: Lancashire

Contract: Permanent, Full-Time (37.5 hours per week)

Salary: £35,000 - £40,000 per annum

Start Date: Flexible

Contact: (url removed)

Job Description

Service Care Solutions are working with a reputable and long-established financial planning firm supporting both personal and corporate clients across the UK. Due to continued growth, the firm are seeking an experienced and motivated Paraplanner to join the team in Lancashire.

As a key member of the support function, you will work closely with financial advisers to deliver high-quality technical research, report writing, and client service. This role is integral to ensuring clients receive accurate, compliant, and holistic financial planning solutions.

Key Responsibilities

• Conduct in-depth research on financial products, providers, funds, and client solutions
• Prepare detailed, compliant suitability reports across pensions, investments, retirement planning, and tax-efficient strategies
• Support advisers by analysing client information and producing appropriate recommendations
• Maintain up-to-date and accurate client records, including risk profiles and compliance documents
• Monitor regulatory and legislative changes to ensure advice remains compliantAssist with technical queries related to financial planning and products
• Build and maintain strong relationships with advisers, administrators, and clients
• Contribute to continuous improvement of internal processes and client service standards

Candidate Criteria

Experience & Qualifications

• Minimum of 2 years' experience in a Paraplanning role or similar financial planning support position
• Level 4 Diploma in Financial Planning (or equivalent) OR working towards (essential)
• Strong technical understanding of pensions, investments, tax planning, and the broader advice process

Skills & Competencies

• Excellent written communication skills with the ability to articulate complex concepts clearly
• Strong attention to detail and exceptional organisational skills
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Ability to work autonomously, prioritise workload, and meet deadlines
• High standard of professionalism with a commitment to compliance and accuracy
• Strong team player who enjoys contributing to shared goals

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Service Care Solutions also offers a £250 referral bonus! If you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.