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:
* Competitive salary of £27,000 – £35,000, depending on experience
* 25 days holiday plus bank holidays
* Company pension scheme
* Full study support toward the Diploma or Chartered status
* 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:
* Preparing client meeting packs, maintaining client records, and managing new business submissions
* Producing high-quality suitability reports and client correspondence
* Conducting technical research on products, providers, and funds
* Liaising with clients, providers, and advisers to progress cases efficiently
* Supporting advisers with ongoing administrative and paraplanning duties
* Contributing to the smooth running of the team and wider business operations
What We’re Looking For:
* Previous experience within an IFA Administrator or Paraplanner role (minimum 1–2 years)
* Strong understanding of pensions, investments, and protection
* Excellent organisational skills and attention to detail
* Confident communicator who enjoys working in a team environment
* Diploma qualified or working towards Level 4 (full support provided)
* 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!