Preston
IFA Administrator / Paraplanner
Location: Preston (Office-based)
Salary: up to £35,000 (DOE & Qualifications)
Contract: Full-time, Permanent
Are you an experienced IFA Administrator or Junior Paraplanner looking to develop your career within a supportive, well-established wealth management firm?
This is a fantastic opportunity to join a highly reputable IFA practice where your hard work, technical knowledge, and career development will truly be valued.
What’s on Offer:
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Competitive salary of £27,000 – £35,000, depending on experience
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25 days holiday plus bank holidays
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Company pension scheme
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Full study support toward the Diploma or Chartered status
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Friendly, collaborative team environment with ongoing development and progression opportunities
The Role:
You’ll play a key role in supporting advisers and ensuring clients receive a high-quality service throughout the advice process. This is a varied position, ideal for someone who enjoys both administration and technical work.
Your day-to-day responsibilities will include:
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Preparing client meeting packs, maintaining client records, and managing new business submissions
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Producing high-quality suitability reports and client correspondence
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Conducting technical research on products, providers, and funds
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Liaising with clients, providers, and advisers to progress cases efficiently
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Supporting advisers with ongoing administrative and paraplanning duties
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Contributing to the smooth running of the team and wider business operations
What We’re Looking For:
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Previous experience within an IFA Administrator or Paraplanner role (minimum 1–2 years)
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Strong understanding of pensions, investments, and protection
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Excellent organisational skills and attention to detail
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Confident communicator who enjoys working in a team environment
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Diploma qualified or working towards Level 4 (full support provided)
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Experience using systems such as Intelligent Office or Selectapension would be an advantage
? If you’re a driven and detail-oriented professional looking to progress within a supportive, client-focused IFA firm — we’d love to hear from you!