Paraplanner

JR United Kingdom; Preston; On-site; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a talented Paraplanner to join their dynamic team in Preston. This role offers an excellent opportunity for both accomplished professionals and trainees eager to advance their careers in Financial Planning. You will be responsible for producing tailored suitability reports, preparing documentation, and conducting essential research while enjoying a supportive work environment. With a commitment to your professional growth, the firm provides study support towards achieving full diploma and Chartered status. If you have a passion for finance and a desire to excel, this is the perfect opportunity for you.

Benefits

Study support towards full diploma & Chartered status

Company pension scheme

Supportive working environment

Qualifications

• Minimum of 2 years in Financial Planning/Wealth management as a paraplanner.
• Strong knowledge of financial services products including Pensions and ISAs.

Responsibilities

• Produce suitability reports tailored to clients.
• Prepare documentation for meetings and assist with administration.
• Conduct product and fund research.

Skills

Financial Planning

Wealth Management

Communication Skills

Organizational Skills

Report Writing

Education

Diploma in Financial Services

Part-qualified or motivated to progress

Tools

Intelligent Office

Selectapension

Job description

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Location: Preston

Full-time: Monday – Friday.

Reference Number: 9615

Overview:

I am supporting a growing, reputable IFA (Independent Financial Adviser) practice in Preston with an excellent opportunity for either an Accomplished Paraplanner or a Trainee Paraplanner looking to climb the ranks.

If you have experience in Financial Planning and are looking for a new challenge in a supportive and dynamic team environment, they would love to hear from you.

What you can expect:

• £30,000 - £40,000 per year (dependent on qualifications and experience).
• Study support towards full diploma & Chartered status.
• Company pension scheme.
• Supportive working environment.

And much more!

Key Skills and Requirements:

• Minimum of 2 years of experience working within the Financial Planning/Wealth management industry as a paraplanner.
• Strong working knowledge of financial services products, including Pensions, Investments, ISAs, and Protection policies.
• Excellent communication skills, both written and verbal.
• Highly organised with the ability to work to deadlines and manage your own workload effectively.
• A team player, with a willingness to assist colleagues when needed.
• Previous experience in writing suitability reports is essential.
• If not already qualified to Diploma level, you will need to be part-qualified or motivated to progress further.
• Experience using Intelligent Office and Selectapension is advantageous.

Job Duties:

• Produce professional suitability reports tailored to individual clients.
• Prepare file documentation for meetings and assist with existing business administration.
• Conduct specific product, provider, and fund research.
• Assist administrators during busy periods, ensuring smooth team coordination.
• Handle other administrative duties, including:
• Submit new business applications.
• Liaise with providers and clients.
• Chase outstanding pipeline cases.
• Follow up on outstanding fees.

Our commitment to you:

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.