Paraplanner

Paraplanner Preston Are you an experienced Paraplanner looking to join a respected and supportive IFA practice in Preston? This role offers the chance to work closely with advisers, contribute to client outcomes, and develop your career within a professional, collaborative environment.

The Role You ll be responsible for providing technical paraplanning support, including:

• Producing professional suitability reports and tailoring letters to individual clients.
• Preparing files for client meetings and handling existing business administration.
• Conducting detailed product, provider, and fund research.
• Assisting administrators during busy periods and supporting the wider team.
• Submitting new business applications.
• Producing quotations and liaising with providers and clients.
• Chasing outstanding pipeline cases and fees.

What We re Looking For

• Minimum 2 years paraplanning experience within financial services.
• Strong working knowledge of pensions, investments, ISAs, and protection policies.
• Experience writing suitability reports.
• Diploma qualified (or part-qualified and keen to progress).
• Familiarity with Intelligent Office and Selecta pension advantageous.
• Organised, detail-focused, and able to take ownership of your work.
• Strong communicator and team player, with the ability to meet deadlines.

What s on Offer

• Salary: £27,000 £35,000 (dependent on qualifications & experience).
• Holidays: 25 days + bank holidays.
• Company pension scheme.
• Supportive, professional working environment.
• Full-time, permanent role (37.5 hours, Monday Friday).

Location & Hours

• Office-based role in Preston
• Monday to Friday, 37.5 hours per week.

Take the Next Step If you re an experienced paraplanner ready to make an impact in a respected IFA practice, we d love to hear from you.

Apply today by sending your CV to