Paraplanner

Prestige Recruitment Group; Preston; On-site; GBP 27,000 - 35,000; Full time

Job summary

An exciting opportunity awaits a detail-driven Paraplanner to join a dynamic financial planning team in Preston. This role offers a supportive and professional environment where your skills will truly make a difference. You will be responsible for preparing compliant financial reports, conducting thorough research, and liaising with Financial Advisers to enhance the client journey. If you're ready to elevate your career with a respected financial planning firm, this is your chance to be part of something special!

Qualifications

• Diploma in Financial Planning qualified or working towards it.
• Previous experience in a paraplanning role or as a Financial Planning Administrator.

Responsibilities

• Prepare detailed and compliant financial reports and recommendations.
• Conduct research and analysis across pensions, investments, and protection products.

Skills

Analytical Skills

Communication Skills

Attention to Detail

Technical Knowledge

Education

Diploma in Financial Planning

Job description

Paraplanner

Salary: £27,000 – £35,000

Location: Preston, Lancashire

Exciting Paraplanner Opportunity – Preston (Office Based)

Looking for a detail-driven Paraplanner to join a dynamic financial planning team based in Preston, Lancashire. This is a fantastic opportunity for someone looking to work in a supportive, professional environment where your skills will make a real impact.

Key Responsibilities:

1. Prepare detailed and compliant financial reports and recommendations.
2. Conduct thorough research and analysis across pensions, investments, and protection products.
3. Liaise closely with Financial Advisers to support the client journey.
4. Maintain up-to-date knowledge of industry regulations and product developments.

What We’re Looking For:

1. Diploma in Financial Planning qualified (or working towards it).
2. Previous experience in a paraplanning role or experienced Financial Planning Administrator.
3. Strong technical knowledge and attention to detail.
4. Excellent communication and analytical skills.

If you're ready to take the next step in your career with a respected and growing financial planning firm, apply now and be part of something exciting!