Senior Paraplanner

About the role

We are seeking an experienced Senior Paraplanner to join our well‑established SJP Partner Practice in Chorley. You will support advisers by handling technical queries and preparing comprehensive documentation, reports and financial planning solutions.

Key responsibilities

• Provide technical support to advisers on life, pension and investment matters.
• Prepare detailed reports, cash‑flow models and trust‑planning documentation.
• Develop tailored financial planning solutions for high‑net‑worth clients.
• Maintain accurate client records and ensure compliance with regulatory standards.

Required profile

• Proven experience as a paraplanner with strong report‑writing abilities.
• Level 4 Diploma desirable but not essential if experience is demonstrable.
• Solid knowledge of life, pension and investment products.
• Ability to work independently and collaborate with advisers.

Required skills

• Life insurance product knowledge
• Pension product knowledge
• Investment product knowledge
• Cashflow modelling
• Trust planning
• Report writing

What we offer

• Salary of £50,000 per year
• Excellent benefits package
• Hybrid working – two days per week remote
• Convenient office with on‑site parking
• Opportunity to work within a leading FTSE 100 wealth‑management firm