UA-185291695-1 Paraplanner, Jobs, 219


Paraplanner - Blackburn, North West England

Ref: 219Friday 1 October 2021

An opportunity has arisen to join the Wealth Management team as a Paraplanner in our Blackburn office. Job purpose and primary objectives: To work as part of the Wealth Management team providing an excellent service to their




 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 reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports

Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking

Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies. Reporting and performance management


To be considered:

Motivated and well organised

Be familiar with the use of recognised software applications (Word, Excel, Outlook and Xplan Back office system)

Experience in dealing with Pension Switches, Group Pensions, Cashflows, Pension Planning and Investment advice

 CII diploma qualified or working towards