Paraplanner

Job Title: Paraplanner – Independent Financial Planning | Preston | £27,000 – £35,000

Advance Your Paraplanning Career with a Respected Independent IFA in Preston

Are you a detail-oriented Paraplanner with at least 2 years’ experience and a passion for delivering first-class financial planning support? If you're looking to join a close-knit and well-established IFA firm that values professional growth, client care, and team collaboration – this could be the perfect next step in your career.

Company Overview

This Preston-based boutique IFA practice has built a strong reputation for providing bespoke, independent financial advice across Pensions, Investments, Protection, and Tax Planning. The team prides itself on a warm, professional culture, with a focus on client-centric service and collaborative working. Due to continued growth, the firm is seeking an experienced Paraplanner to support its financial planners and play a pivotal role in client delivery.

Responsibilities

• Writing compliant and personalised suitability reports across pensions, ISAs, investments, and protection

• Conducting provider and fund research, using tools such as Selectapension

• Preparing client files and documentation ahead of adviser meetings

• Tailoring suitability letters to match individual client goals and risk profiles

• Submitting new business applications and managing pipeline activity

• Liaising with product providers, chasing outstanding information and fees

• Supporting the admin team during peak periods to ensure smooth client service delivery

Requirements

• Minimum 2 years' experience as a Paraplanner or in financial advisory support

• Strong knowledge of financial services products including pensions, investments, ISAs, and protection policies

• Experience writing suitability reports (essential)

• Ideally part-qualified or Diploma qualified in Financial Planning (e.g. CII Level 4) – or actively working towards it

• Familiarity with industry tools such as Intelligent Office and Selectapension (advantageous)

• Excellent organisational, communication, and time management skills

• A collaborative, flexible approach with a willingness to support colleagues when needed

Benefits

• Salary: £27,000 – £35,000 per annum (depending on qualifications and experience)

• Hours: Full-time, 37.5 hours per week, Monday to Friday

• Holiday: 25 days annual leave + Bank Holidays

• Pension: Company pension scheme

• Supportive team environment with opportunities to develop your technical skills and industry qualifications

Location & Work Type

• Location: Preston, Lancashire

• Work Arrangement: On-site

• Job Type: Full-time, Permanent

How to Apply

Click “Apply Now” to submit your CV, or reach out confidentially for more details.