Paraplanner
Location: Lytham St Annes (Hybrid Working)
Salary: Up to £50,000 DOE
Job Type: Full-Time, Permanent
Hours: 37.5 hours per week

About the Role An excellent opportunity has arisen for an experienced Paraplanner to join a growing and highly regarded Financial Planning business. Working as part of a professional and collaborative team, you will provide technical support to Financial Advisers, helping to deliver high-quality financial planning solutions to a broad client base.

This role offers hybrid working, long-term career development and the opportunity to work within a supportive environment where technical expertise and attention to detail are genuinely valued.

Key Responsibilities

• Conduct technical research across pensions, investments, protection and wider financial planning solutions.
• Prepare accurate, compliant and detailed suitability reports.
• Support Financial Advisers with technical case preparation and recommendations.
• Maintain accurate client records, risk profiles and compliance documentation.
• Respond to adviser and client queries in a professional and timely manner.
• Ensure all work complies with FCA regulations and internal compliance standards.
• Keep up to date with regulatory developments and changes within the financial planning sector.
• Work closely with advisers and administrators to achieve positive client outcomes.

Requirements Essential

• Minimum of 2 years’ experience as a Paraplanner within an IFA or Financial Planning environment.
• Level 4 Diploma in Financial Planning (or equivalent), or actively working towards completion.
• Experience preparing detailed and compliant suitability reports.
• Strong technical knowledge of pensions, investments, retirement planning, taxation and financial services regulation.
• Excellent written and verbal communication skills.
• Strong organisational skills with exceptional attention to detail.
• Proficiency in Microsoft Office, including Word, Excel and Outlook.

What’s on Offer?

• Salary up to £50,000 depending on experience.
• Hybrid working arrangement.
• Full-time permanent position.
• Supportive, professional and collaborative working environment.
• Opportunity to join a successful and expanding Financial Planning business.
• Long-term career development and progression opportunities.

About You You will be a technically strong and experienced Paraplanner who can manage your own workload while producing high-quality financial planning reports. You’ll enjoy working closely with advisers, supporting complex client cases and contributing to excellent service delivery. A proactive approach, strong organisational skills and a commitment to professional standards are essential.

Interested?
Apply today online or contact Jonathan at iGo Recruitment for a confidential discussion.

Call: 01908 041443

Keywords: Paraplanner, Financial Planning, IFA, Independent Financial Adviser, Wealth Management, Suitability Reports, FCA, Pensions, Investments, Retirement Planning, Financial Services, Diploma in Financial Planning, Hybrid Working, Lytham St Annes, Lancashire.