Senior Paraplanner - Financial Planning

The role in brief

An opportunity has arisen to join the Financial Planning team as a Senior Paraplanner.

Location
:
Blackburn

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.

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.

As a Senior 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. Your role will include:

• 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.
• Being the point of contact within the team for technical queries.
• Driving efficiencies and improvements with the team.
• 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 Next Gen Planners.

We're looking for someone who's not just technically capable, but also collaborative, curious, and client-focused. You'll thrive here if you:

• Are a team player with a passion for financial planning.
• Can juggle priorities and deliver high-quality work under pressure.
• Have strong initiative and project management skills.
• Are confident producing suitability letters and communicating with clients.
• Are comfortable working independently and managing your own workload.
• Have 2+ years' experience in paraplanning.
• Minimum of CII Diploma qualified.
• Strong knowledge base and previous experience in the role.
• Hold GCSEs (Grade C/5+) in Maths and English.
• Be proficient in Word, Excel, Outlook, and ideally financial planning tools and systems.
• Be open to using AI tools to enhance productivity.
• Have experience in pension switches, group pensions, cashflow modelling, investment advice, Protection advice, inheritance tax and more.

We're not just another financial planning firm. We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, 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.

PM+M is a B-Corp…