Paraplanner


Company:	iGo Recruitment
Salary:	£45,000 - £51,000
Hours:	Full-time
Location:	Lytham St Annes, FY8 5EP
Working pattern:	Hybrid - 2 days remote
Job type:	Permanent
Posting date:	30 Jul 2026
Closing date:	29 Aug 2026

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Summary

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

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 or contact Jonathan at iGo Recruitment for a confidential discussion.

Call: 01252 856090

Email: jonathan@igorecruitment.co.uk

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.

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