Senior Paraplanner: Lead & Mentor Financial Planning

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

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.