PARAPLANNER - CHORLEY

Location: Chorley (Hybrid)
Salary: £40,000
Contract: Full-time, Permanent

We are currently recruiting for an experienced Paraplanner to join a growing financial planning team in Chorley.

This is an excellent opportunity for a Paraplanner looking to develop their career within a professional and supportive environment, providing technical research and report-writing support to Financial Advisers.

Key Responsibilities:

• Prepare accurate Financial Planning and suitability reports based on client needs and adviser instructions
• Conduct detailed research and analysis across providers, products and investment funds
• Liaise with Advisers, Compliance and internal teams to progress client cases
• Ensure reports are accurate, compliant and completed within agreed timescales
• Maintain accurate case records and paraplanning logs
• Manage a varied workload and prioritise cases effectively
• Provide high-quality technical support throughout the financial planning process

About You:

The successful candidate will ideally have:

• 1–2 years' experience working as a Paraplanner
• At least 3 years' experience within a Financial Planning environment
• Level 4 Diploma in Financial Planning, or be within 1–2 exams of completion
• A good understanding of UK financial services regulation
• Strong technical research and report-writing skills
• Excellent attention to detail and communication skills
• The ability to manage multiple priorities and work effectively within a team

What's on Offer:

• £40,000 salary
• Hybrid working
• 28 days' holiday plus Bank Holidays
• Opportunity to purchase up to 5 additional days' holiday
• 4% employer pension contribution
• Group Life Assurance – 4x salary
• Exam and training support
• Ongoing professional development and career progression

If you are an experienced Paraplanner looking for a new opportunity with a well-established financial planning team, we would be keen to hear from you.