Job Description
My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you’re early in your paraplanning journey or bring years of experience, this is your chance to make a real impact—supporting advisers and clients. The company offers hybrid working and full exam support.
As a Paraplanner you’ll be at the heart of our client service delivery. You’ll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
The Role
- To work as part of the Wealth Management team providing an excellent service to their clients
- Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management – planning, tax mitigation, investment strategy and asset protection.
- Specific functions include researching products, funds and solutions, preparing r...