Senior Paraplanner
Job in
Blackburn, Lancashire, BB1, England, UK
Listed on 2026-01-09
Listing for:
Broster Buchanan
Full Time, Seasonal/Temporary
position Listed on 2026-01-09
Job specializations:
-
Accounting
Financial Reporting, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Be among the first 25 applicants.
Join Broster Buchanan – your pay will be based on skills and experience. Talk with your recruiter to learn more.
Responsibilities- Research products, funds, and financial solutions to support tailored advice.
- Prepare suitability reports and documentation for client meetings.
- Highlight opportunities and areas for improvement in client portfolios.
- Support compliance through pre‑sale checks and project work.
- Drive innovation by contributing to improve team efficiency.
- Work with AI software to prepare research and advice.
- Team player with a passion for financial planning.
- Can juggle priorities and deliver high-quality work under pressure.
- Strong initiative and project management skills.
- Confident producing suitability letters and communicating with clients.
- Comfortable working independently and managing own workload.
- Seniority level:
Associate - Employment type:
Full-time - Job function:
Accounting/Auditing - Industry: Accounting
Location:
Blackburn, England, United Kingdom
Position Requirements
10+ Years
work experience
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