Paraplanner

Location

Preston

Salary £27000 - £35000 TypePermanent WorkplaceOn-Site Ref89615

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.

Whats on Offer:

1. Competitive salary of £27,000 £35,000, depending on experience

2. 25 days holiday plus bank holidays

3. Company pension scheme

4. Full study support toward the Diploma or Chartered status

5. Friendly, collaborative team environment with ongoing development and progression opportunities

The Role:

Youll 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:

6. Preparing client meeting packs, maintaining client records, and managing new business submissions

7. Producing high-quality suitability reports and client correspondence

8. Conducting technical research on products, providers, and funds

9. Liaising with clients, providers, and advisers to progress cases efficiently

10. Supporting advisers with ongoing administrative and paraplanning duties

11. Contributing to the smooth running of the team and wider business operations

What Were Looking For:

12. Previous experience within an IFA Administrator or Paraplanner role (minimum 12 years)

13. Strong understanding of pensions, investments, and protection

14. Excellent organisational skills and attention to detail

15. Confident communicator who enjoys working in a team environment

16. Diploma qualified or working towards Level 4 (full support provided)

17. Experience using systems such as Intelligent Office or Selectapension would be an advantage

? If youre a driven and detail-oriented professional looking to progress within a supportive, client-focused IFA firm wed love to hear from you!