Paraplanner

Paraplanner

Blackpool | Circa £35,000–£45,000, negotiable depending on qualifications and experience | Full-time

CKB Recruitment is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully-fledged Paraplanner position.

This is an excellent opportunity to join a friendly, personable team where you will be trusted to play an important role in supporting the delivery of high-quality financial advice. There is genuine scope for progression as the business continues to grow, including the potential to develop towards a Trainee Financial Adviser position for someone with the right ambitions.

The Role

Working within the financial-planning division, you will support a full-time Financial Adviser and work alongside an experienced Administration Manager.

Your responsibilities will include:

Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser
Producing accurate annual review packs
Conducting research and gathering the information required to support suitable recommendations
Maintaining accurate and up-to-date client records
Liaising closely with the Adviser and Administration Manager
Ensuring cases progress efficiently and meet relevant compliance standards
Using Intelligent Office as the company’s back-office system
Supporting the continued development and growth of the financial-planning division

About You

The business is open to considering either an established Paraplanner or someone currently working towards becoming one.

Ideally, you will have:

Previous experience within a financial-planning or wealth-management environment
Experience preparing suitability reports and annual review documentation
A good understanding of the financial-advice process
Working knowledge of Intelligent Office
Strong written communication and report-writing skills
Excellent attention to detail and organisational ability
Relevant financial-planning qualifications, or be actively working towards them
A friendly, personable and collaborative approachCandidates interested in progressing towards a Trainee Financial Adviser position are also encouraged to apply.

The Business and Culture

The wider group employs 21 people across two companies, with 19 working within general insurance and two currently supporting the financial-planning side of the business.

You will be joining a friendly, down-to-earth and personable team with ambitious plans for continued growth. The culture is supportive and collaborative, and the business is looking for someone who will fit comfortably into the existing team while taking pride in delivering a professional service to its clients.

Salary and Benefits

Circa £35,000–£45,000 depending on experience
Salary is open to negotiation and will be reviewed based on qualifications and relevant experience
25 days’ annual leave plus bank holidays
Private medical insurance
Death-in-service cover equivalent to twice your salary
Standard 3% employer pension contribution
Genuine scope for career development and progression
Potential route towards becoming a Trainee Financial Adviser

Working Arrangements

This is a full-time position working 35 hours per week:

Monday to Friday, 9am–5pm, with a one-hour lunch break.

The role will initially be office-based in Blackpool, so candidates living within a sensible commuting distance would be preferred. There may be scope for one/two days per week working from home once you are fully established within the position.

If you are an experienced Paraplanner—or currently developing towards that level—and would like to join a welcoming business offering stability, progression and a strong benefits package, we would be delighted to hear from you
Only candidates based in UK and eligible to work in UK are allowed