Senior Paraplanner

Heat Recruitment; Blackburn; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Blackburn is seeking a Senior Paraplanner to provide technical support to advisers and mentor junior staff. This role involves preparing accurate financial reports, ensuring compliance with regulations, and maintaining high-quality paraplanning support. Candidates should possess strong knowledge of financial planning and relevant qualifications. This is an excellent opportunity for experienced paraplanners looking to step into a senior role.

Qualifications

• Proven experience as a Paraplanner, ideally in a senior capacity.
• Strong knowledge of financial planning, pensions, investments, and regulatory requirements.
• Ability to mentor and support junior team members.

Responsibilities

• Prepare and produce technically accurate financial planning reports.
• Provide high-quality paraplanning support to financial advisers.
• Mentor and support junior paraplanners.

Skills

Financial planning

Attention to detail

Communication skills

Mentoring

Education

Relevant qualifications (e.g., DipPFS, AF3)

Job description

About the Role

We are seeking a highly skilled Senior Paraplanner to join our growing financial planning team. This is a fantastic opportunity for an experienced paraplanner looking to take on a more senior role, providing technical support to financial advisers and mentoring junior team members.

Key Responsibilities

• Prepare and produce technically accurate financial planning reports, including pensions, investments, and retirement planning.
• Provide high-quality paraplanning support to financial advisers.
• Ensure all client documentation is compliant with regulatory requirements, including KYC and AML checks.
• Mentor and support junior paraplanners, helping them develop their skills and confidence.
• Liaise with clients and advisers to ensure smooth advisory operations and follow-ups.
• Keep up to date with industry developments, regulations, and best practices.

Requirements

• Proven experience as a Paraplanner, ideally in a senior capacity.
• Strong knowledge of financial planning, pensions, investments, and regulatory requirements.
• Excellent attention to detail and technical accuracy.
• Ability to mentor and support junior team members.
• Strong communication and interpersonal skills.
• Relevant qualifications (e.g., DipPFS, AF3, or equivalent).