Paraplanner
The role in brief:
We're looking for a proactive, detail\-driven individual to join our Financial Planning team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact\-supporting advisers and clients.
Who we are looking for:
As a Paraplanner at PM\+M, you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.
What the role involves:
- Researching products, funds, and financial solutions to support tailored advice.
- Preparing suitability reports and documentation for client meetings.
- Highlighting opportunities and areas for improvement in client portfolios.
- Supporting compliance through pre\-sale checks and project work.
- Driving innovation by contributing to improve team efficiency .
- Working with AI software to prepare research and advice .
We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm. These will comprise personal effectiveness as well as your technical skills.
We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1\-2\-1s. You will also have the opportunity to work with a mentor.
We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North\-West firm of finance professionals.
Support for CII Diploma studies, including access to NextGen Planners.
Your attributes:
As well as experience within admin or financial planning, we'd like you to be:
- Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
- Passionate about providing great client service.
- Great at communicating with people at all levels \- face to face and in writing.
- Positive and good at using your initiative.
- Good at working under pressure.
- Motivated and well organised.
- Excellent at managing your own workload within given timescales and ensuring clients expectations are met, or exceeded.
- Able to provide input to Managers on projects and how to better what we do for all parties.
- Have 2\+ years' experience in paraplanning.
- Have attained, or be close to attaining Level 4 Diploma in Regulated Financial Planning
- Have experience in pension switches, group pensions, cashflow modelling, investment advice, protection advice, inheritance tax planning and more.
- Be open to using AI tools to enhance productivity.
- Be eager to develop themselves long term, both personally and professionally
- Be proficient in Word, Excel, Outlook, and ideally financial planning tools and systems.
- Have minimum GCSE passes at both Maths and English.
- Be consistently productive in terms of report numbers.
- Have experience managing a busy and changing workload, working as part of a team.
We are a vibrant, dynamic and award\-winning firm of Chartered Accountants and Financial Planners, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.
We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.
We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.
Joining the PM\+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.
We understand that we thrive when we help our clients succeed and that is our core purpose. We also understand that, to do that, our people need to succeed and be happy and fulfilled.
Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives. Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there. Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.
In addition to competitive salaries, here's what our market leading benefits packages look like:
- 25 days' holiday per annum \+ bank holidays
- office closedown over Winter Break
- flexible Easter Break, to account for other religious festivals
- on site free parking
- employer pension contribution of 8%,
- death in service life cover of 4 x salary
- income protection scheme
- weekly flexi time
- agreed overtime
- family friendly policies including enhanced maternity, paternity, adoption and shared parental pay
- flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance, extra holidays, electric car scheme etc
- hybrid working
- full technical and soft skills training and support
- recruitment incentive scheme
- cycle to work scheme
- employee well\-being portal
- access to the WeCare app that offers health, well\-being, financial and legal support
- dress for your day policy and dress down Fridays
- paid sick leave
- extensive learning \& development opportunities and study support
- firm wide success bonus based on the achievement of certain financial metric(s).
- access to Dashlane password manager for you \+ 9 of your family and friends
- fee\-free service to whoe of market mortgage and insurance advice
- access to Able Futures support, a Mental Health Support Service
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