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Paraplanner
Job Posted: 10 days ago
Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: Lancashire
Expire in: 18 days
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 compliant
Assist 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 standardsCandidate 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 processSkills & 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 goalsIf 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! So, 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 completedBefore You Apply
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