Preston
Paraplanner – Independent Financial Advice
Salary: £27,000 – £35,000 (DOE & qualifications)
Location: Preston (office-based)
Contract: Full-time, Permanent
Are you an experienced Paraplanner looking to take the next step in your career with a well-established and supportive IFA practice? This is a fantastic opportunity to join a reputable firm where your skills and development will be valued.
What’s on offer:
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Competitive salary of £27,000 – £35,000
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25 days holiday + bank holidays
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Company pension scheme
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Clear development opportunities (support towards Diploma/Chartered status if not already achieved)
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Friendly, collaborative working environment
The role:
You’ll be a key part of the advice process, supporting advisers with technical research and producing high-quality suitability reports. Day-to-day responsibilities will include:
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Writing tailored suitability reports and letters
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Preparing client meeting packs and managing ongoing business administration
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Researching products, providers, and funds to support client recommendations
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Submitting new business applications and producing quotations
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Liaising with clients and providers to progress cases
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Assisting administrators and supporting the wider team when required
What we’re looking for:
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At least 2 years’ experience as a paraplanner within financial services
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Strong knowledge of pensions, investments, ISAs, and protection policies
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Proven ability to write suitability reports
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Organised, detail-oriented, and confident managing your own workload
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Diploma qualified (or working towards) with a genuine interest in further professional development
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Experience using Intelligent Office and Selectapension would be highly advantageous
? If you’re a motivated Paraplanner seeking a role where you can make an impact and progress your career within a respected IFA practice, we’d love to hear from you.