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:
* 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.
* 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.