Average Paraplanner salary in Blackpool

PARAPLANNERLOCATION: Poulton-Le-Fylde - Hybrid working patternSALARY; Up to £50,000 depending on exp & quals.Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success.Working in collaboration with Financial Advisers, 4 other Paraplanners and a team of Administrator the successful Candidate will be to prepare recommendations and produce suitability reports in line with company policy, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records. You will be working in collaboration with Financial Advisers and other colleagues as well as dealing effectively with queries from clients and other parties and promoting the company's services in a professional and FCA compliant manner.Responsibilities" You will record your client communications including client related communications with third parties. Client communications and client related communications should be recorded on the client's file in line with company policy in clear and intelligible English." You will collect and collate information and data about (and from) the client in accordance with the principle of 'knows your client' and ensure all the required compliance documentation is present and correct." You will ensure that all 'know your client' evidence and information is recorded in line with company policy in clear and intelligible English." You will discuss with the Financial Adviser the client's objectives, identifying and obtaining the information necessary to compile a financial planning report." Working in collaboration with the Financial Adviser you will review the client's investment portfolio, asset allocation, risk profile etc.." You will obtain information, quotes, illustrations and product details, and provide comparisons for analysis." Preparing suitability letters and reports for approval by the Senior Paraplanner and the Financial Adviser in line with company policy and prepare associated accompanying documentation as required" You may at times be required to assist and provide support with administrative functions, for example: new business processing, rebalances and organising future planning meetings with the client on behalf of the Financial Adviser." You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.The successfully candidate will need to have proven experience working as a Paraplanner within a firm of Financial Advisers writing reports for a range of products including Pensions and Investments. You will have solid communication and articulation skills as well a high level of competency in Excel as well as strong technical skills and attention to detail is key.Our client is looking for a strong team player with a can-do attitude towards the daily challenges of an exceptionally busy practice who is prepared to learn and to invest time to maximise their own potential.For further information please contact one of specialist consultant quoting NJR16652

The Blackpool office of a highly successful, three office Chartered IFA firm are looking for a paraplanner/report writer to join their team. Working in an existing team of three you will be supporting two advisers. The firm are keen to support you in achieving industry qualifications and and promote from within.You will receive excellent salary (£35k- £50k) executive benefits and earnings.The companyA leading regional IFA practice.RoleUndertaking reviews for clientsPreparation of reports, both from standard paragraphs and free textUndertaking whole of the market researchWorking on a collaborative basis with the rest of the teamKeeping up to date on market positions and global situationsUsing cash flow modelling and lifestyle planning as requiredAttending client meetings as requiredThe candidateIdeally Dip Level 4Experience in writing reports of all types for private clientsWorking with Advisers and the rest of the technical team to ensure all client queries and reports are completed in a timely manner to the utmost standard.Next stepsContact via email below for confidential discussion and review of opportunity and process

Financial Adviser - up to £70,000 - HybridAbout the RoleWe are working with a highly respected financial planning firm that is looking to appoint a Financial Adviser to join their growing team. This is an excellent opportunity for a Diploma-qualified adviser who is passionate about delivering truly client-focused advice — without the pressure of sales targets or cold prospecting.You will work with an established client bank and have the support of an experienced paraplanning and administration team, allowing you to focus on what matters most: building long-term relationships and providing holistic financial advice.Key ResponsibilitiesProvide independent financial advice across pensions, investments, protection, IHT planning, and retirement planningBuild trusted relationships with new and existing clients, understanding their needs and financial goalsCreate and present tailored financial plans and recommendationsConduct regular reviews and adapt plans in line with changing client circumstancesWork closely with paraplanners and administrators to ensure efficient and compliant advice deliveryKeep up to date with regulatory and market developmentsSkills & Experience RequiredLevel 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – essentialProven experience in a client-facing financial advice roleStrong knowledge of pensions, investments, and holistic planningAbility to communicate clearly and build rapport with clients from a variety of backgroundsHigh standards of professionalism, integrity, and compliance awarenessChartered or working toward Chartered status is desirable but not essentialWhat’s on OfferCompetitive basic salary performance-based bonusSupport with ongoing professional development and qualificationsFlexible/hybrid working optionsQuality leads or existing client bank (depending on the firm)A collaborative, non-salesy culture that prioritises long-term client outcomes