Paraplanner – Preston Are you an experienced Paraplanner looking to join a respected and supportive IFA practice in Preston? This role offers the chance to work closely with advisers, contribute to client outcomes, and develop your career within a professional, collaborative environment.
🔑 The Role You’ll be responsible for providing technical paraplanning support, including:
Producing professional suitability reports and tailoring letters to individual clients.
Preparing files for client meetings and handling existing business administration.
Conducting detailed product, provider, and fund research.
Assisting administrators during busy periods and supporting the wider team.
Submitting new business applications.
Producing quotations and liaising with providers and clients.
Chasing outstanding pipeline cases and fees. ✅ What We’re Looking For
Minimum 2 years’ paraplanning experience within financial services.
Strong working knowledge of pensions, investments, ISAs, and protection policies.
Experience writing suitability reports.
Diploma qualified (or part-qualified and keen to progress).
Familiarity with Intelligent Office and Selecta pension advantageous.
Organised, detail-focused, and able to take ownership of your work.
Strong communicator and team player, with the ability to meet deadlines. 🎯 What’s on Offer
Salary: £27,000 – £35,000 (dependent on qualifications & experience).
Holidays: 25 days + bank holidays.
Company pension scheme.
Supportive, professional working environment.
Full-time, permanent role (37.5 hours, Monday – Friday). 📍 Location & Hours
Office-based role in Preston
Monday to Friday, 37.5 hours per week. 📢 Take the Next Step If you’re an experienced paraplanner ready to make an impact in a respected IFA practice, we’d love to hear from you.
📩 Apply today by sending your CV to (email address removed)