Job Ref
90351
Location
Preston
Salary
£35,000 - £45,000 Per Annum
Employment Type
Permanent
The Role
The Paraplanner will work closely with advisers and administrators to support the full financial planning process, ensuring high-quality technical output and a smooth end‑to‑end client journey. You will be responsible for producing suitability reports, undertaking technical research, and supporting the preparation of client meetings and reviews. This is a fully office‑based role, working closely alongside advisers and administrators to maintain strong communication, consistency, and team culture.
Key Responsibilities
* Prepare detailed suitability reports and technical research to support adviser recommendations
* Work closely with advisers to review client circumstances and financial planning needs
* Produce review packs, valuations, and client meeting documentation
* Support complex case work including pensions, investments, and protection
* Liaise with providers to obtain policy information and ensure accurate data
* Ensure all work meets regulatory and internal compliance standards
* Collaborate closely with administrators to ensure efficient workflow and client service
About You
* Diploma qualified (or close to completion, with strong progress through RO exams)
* Experience within a paraplanning or senior IFA administration role
* Strong technical understanding of financial planning, pensions, and investments
* Excellent attention to detail and ability to work to deadlines
* Confident working in a fast‑paced, office‑based environment
* Strong communication skills and ability to work closely with advisers
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