Paraplanner

Serata Search (UK) Ltd; Preston; On-site; GBP 30,000 - 33,000; Full time

Job summary

A reputable IFA practice in Preston is seeking an experienced Paraplanner. This role involves producing suitability reports, preparing meeting files, and conducting research on financial products. The ideal candidate should possess at least 1 year of Paraplanner experience and good communication skills. The company offers a supportive environment with great benefits including 25 days holiday, flexible hours, and medical cover.

Benefits

25 days holiday

Flexible hours

Pension

Medical cover

Free parking

Qualifications

• Minimum 1 year as a Paraplanner.
• Experience in writing suitability reports.
• Good knowledge of pensions and investments.

Responsibilities

• Produce professional suitability reports.
• Tailoring suitability letters to clients.
• Submit new business applications.

Skills

Attention to detail

Communication skills

Organizational skills

Knowledge of financial products

Education

Part-qualified or keen to progress

Tools

Intelligent Office

Selectapension

Job description

6 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

30K TO 33K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover

Based Preston city centre – free parking . Onsite role.

Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some really great people, the Directors really look after their staff and reward generously.

The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You must have had experience of writing suitability reports.

If not already qualified to diploma level, should be ideally be part qualified or keen to progress further.

Responsibilities as Paraplanner

·Produce professional suitability reports

·Tailoring suitability letters to individual clients

·Responsible for file preparation for meetings and existing business administration

·Provide specific product, provider and fund research

·Assisting administrators during busy periods and working in a team environment.

·Submit new business applications and produce quotations

·Deal with providers and with clients

·Chase outstanding pipeline cases

·Chase outstanding fees

Main Skills as Paraplanner

·Experience using Intelligent Office and Selectapension would be an advantage

·Must possess a minimum of 1 years of experience as a Paraplanner

·Experience of writing suitability reports is essential

·Good knowledge of financial products – particularly pensions and investments

·Excellent attention to detail

·Well organised and efficient

We welcome applicants from all nationalities but applicants must be able to commute to this role's location and be eligible to work in the UK.

“Serata Search are operating as an employment agency”

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at Serata Search (UK) Ltd by 2x

Get notified about new Paraplanner jobs in Preston, England, United Kingdom.

Financial Planner (Virtual Based Solution)

Trainee Financial Advisor - Mauritius Based

Trainee Financial Advisor - Mauritius Based

Preston, England, United Kingdom 1 week ago

New Business Executive and Department Administrator- Private Client

Preston, England, United Kingdom 2 weeks ago

Lancashire, England, United Kingdom 1 month ago

Associate, Administration and Planning - Legal Administration Group

Greater Manchester, England, United Kingdom 2 months ago

Case Administrator - Blackburn and Darwen PDU (Ref: 6258)

Blackburn, England, United Kingdom 11 hours ago

Bury, England, United Kingdom 2 weeks ago

Preston, England, United Kingdom 1 week ago

Greater Manchester, England, United Kingdom 1 month ago

Preston, England, United Kingdom 1 week ago

Clitheroe, England, United Kingdom 2 weeks ago

Greater Manchester, England, United Kingdom 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.