Job Description

Location

BLACKBURN

Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89464

Recruiter Managing This Role

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.



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