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Paraplanner

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Location

Preston

Salary £27000 - £35000
TypePermanent
WorkplaceOn-Site
Ref88857

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:

  • Competitive salary of £27,000 – £35,000

  • 25 days holiday + bank holidays

  • Company pension scheme

  • Clear development opportunities (support towards Diploma/Chartered status if not already achieved)

  • 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:

  • Writing tailored suitability reports and letters

  • Preparing client meeting packs and managing ongoing business administration

  • Researching products, providers, and funds to support client recommendations

  • Submitting new business applications and producing quotations

  • Liaising with clients and providers to progress cases

  • Assisting administrators and supporting the wider team when required

What we’re looking for:

  • At least 2 years’ experience as a paraplanner within financial services

  • Strong knowledge of pensions, investments, ISAs, and protection policies

  • Proven ability to write suitability reports

  • Organised, detail-oriented, and confident managing your own workload

  • Diploma qualified (or working towards) with a genuine interest in further professional development

  • 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.

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