Paraplanner

Find Apprenticeships; Preston; On-site; GBP 30,000 - 40,000; Full time

Job summary

A reputable Independent Financial Adviser practice in Preston is seeking a Paraplanner or Trainee Paraplanner. The role focuses on producing tailored suitability reports, managing administration, and requires strong knowledge in financial services. The position offers a supportive environment with career growth opportunities and study support.

Benefits

Study support towards full diploma & Chartered status

25 days holiday plus bank holidays

Company pension scheme

Supportive working environment

Qualifications

• Minimum of 2 years of experience in Financial Planning/Wealth Management.
• Strong working knowledge of Pensions, Investments, ISAs, and Protection policies.
• Experience in writing suitability reports is essential.

Responsibilities

• Produce tailored suitability reports for clients.
• Assist with business administration and documentation preparation.
• Conduct product research and manage administrative tasks.

Skills

Communication

Organizational skills

Knowledge of financial services products

Team collaboration

Education

Diploma in Financial Planning or part-qualified

Tools

Intelligent Office

Selectapension

Job description

Job Title: Paraplanner

Salary: £30,000- £40,000 (Depending on experience).

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.
• 25 days holiday plus bank holidays.
• 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:

1. Produce professional suitability reports tailored to individual clients.
2. Prepare file documentation for meetings and assist with existing business administration.
3. Conduct specific product, provider, and fund research.
4. Assist administrators during busy periods, ensuring smooth team coordination.
5. Handle other administrative duties, including:

• Submit new business applications.
• Produce quotations.
• Liaise with providers and clients.
• Chase outstanding pipeline cases.
• Follow up on outstanding fees.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Preston on a Paraplanner role.

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.
• Never pester you.