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Open nowFirst seen 5 days ago

Paraplanner - Preston

International Recruiters - Connecting Financial Specialists Limited128 open roles

Pay
£50,000 a year
Where
Preston, United Kingdom, Remote
Work mode
Remote
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Your applicationOpen nowParaplanner - PrestonInternational Recruiters - Connecting Financial Specialists Limited · Preston, United Kingdom, Remote

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Paraplanner | Independent Financial Planning | Hybrid | Up to £50,000

Location: Preston, Lancashire (Hybrid)

Our client, a highly respected and growing independent financial planning firm, is looking to appoint an experienced Paraplanner to join its technical team.

This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality financial planning reports, undertaking complex research, and working closely with Financial Planners to deliver tailored advice to high-net-worth clients.

Joining a collaborative and supportive environment, you'll play a key role in the advice process while continuing to develop your technical expertise and long-term career within financial planning.

The Opportunity

As an integral member of the financial planning team, you'll provide technical support to advisers across the full advice process, ensuring every recommendation is accurate, compliant and tailored to each client's objectives.

Your responsibilities will include:

  • Conducting detailed technical research across pensions, investments, retirement planning, tax planning and protection
  • Preparing high-quality suitability reports and recommendation letters
  • Supporting Financial Planners with complex client cases and financial planning strategies
  • Analysing existing financial arrangements and identifying planning opportunities
  • Preparing cashflow modelling and financial planning documentation where appropriate
  • Ensuring recommendations comply with FCA regulations and internal compliance standards
  • Maintaining accurate client records and technical documentation
  • Liaising with providers and internal teams to support the implementation of recommendations
  • Keeping up to date with legislative, regulatory and industry developments
  • Working collaboratively with Financial Planners and Client Support teams to deliver exceptional client outcomes

About You

The successful candidate will have:

  • Previous experience as a Paraplanner within an Independent Financial Adviser (IFA) or Wealth Management firm
  • Level 4 Diploma in Regulated Financial Planning (or be actively working towards completion)
  • Strong technical knowledge across pensions, investments, retirement planning and taxation
  • Experience producing high-quality suitability reports
  • Excellent analytical and research skills
  • Outstanding attention to detail and organisational ability
  • Strong written and verbal communication skills
  • The ability to manage multiple priorities while maintaining exceptional accuracy
  • A proactive attitude and genuine passion for technical financial planning

What's on Offer

  • Competitive salary of up to £50,000, depending on experience
  • Hybrid working
  • Supportive and collaborative working environment
  • Ongoing professional development and study support
  • Exposure to a broad range of complex financial planning cases
  • Long-term career progression within an established independent financial planning business
  • Comprehensive employee benefits package

Why Apply?

This is a fantastic opportunity for an experienced paraplanner looking to join a respected independent financial planning firm where technical excellence is recognised and career development is genuinely supported.

If you're looking for a long-term role where you'll work on high-quality financial planning cases, collaborate with experienced advisers, and continue developing your technical expertise, we'd love to hear from you.

For a confidential discussion or to apply, please contact International Recruiters Connecting Financial Specialists (IRCFS). Our client has appointed us to manage this recruitment process, and no company details will be shared until the appropriate stage of the recruitment process. All applications and enquiries will be treated in the strictest confidence.

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