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.
Whats on offer:
1. Competitive salary of £27,000 £35,000
2. 25 days holiday + bank holidays
3. Company pension scheme
4. Clear development opportunities (support towards Diploma/Chartered status if not already achieved)
5. Friendly, collaborative working environment
The role:
Youll 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:
6. Writing tailored suitability reports and letters
7. Preparing client meeting packs and managing ongoing business administration
8. Researching products, providers, and funds to support client recommendations
9. Submitting new business applications and producing quotations
10. Liaising with clients and providers to progress cases
11. Assisting administrators and supporting the wider team when required
What were looking for:
12. At least 2 years experience as a paraplanner within financial services
13. Strong knowledge of pensions, investments, ISAs, and protection policies
14. Proven ability to write suitability reports
15. Organised, detail-oriented, and confident managing your own workload
16. Diploma qualified (or working towards) with a genuine interest in further professional development
17. Experience using Intelligent Office and Selectapension would be highly advantageous
? If youre a motivated Paraplanner seeking a role where you can make an impact and progress your career within a respected IFA practice, wed love to hear from you.