Paraplanner

My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Preston, and build a long-term career within their growing wealth management firm.

This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations.

The Role

As a Paraplanner, you will play a key role in supporting a team of advisers, helping to deliver comprehensive, client-focused financial planning solutions.

Key Duties

• Prepare clear, compliant and technically accurate suitability reports across a wide range of advice areas
• Conduct detailed research on products, funds and planning strategies using internal and external tools
• Analyse client information and support the development of holistic financial plans, including cashflow modelling
• Collaborate closely with advisers to understand client objectives and deliver appropriate recommendations
• Maintain accurate and up-to-date client records in line with FCA requirements
• Liaise with providers and third parties to obtain information and progress cases
• Identify planning opportunities across pensions, investments, tax and protection
• Support continuous improvement of paraplanning processes and escalate complex cases where appropriate

• About You
• QCF Level 4 qualified (essential), with support available for progression to Level 6
• Strong experience in holistic financial planning, including pensions (pre and post retirement), investment planning and estate planning
• Highly analytical with excellent attention to detail and report writing skills
• Comfortable working with a range of financial planning systems
• Experience with different Investment platforms such as Parmenion, Fidelity, Abrdn, Aviva, Transact and SS&C Hubwise
• Experience of Cashflow modelling tools would be an advantage.

• What We Offer
• A supportive environment focused on long-term career development
• Study support towards Advanced Diploma (Level 6)
• The opportunity to work with experienced advisers on complex, high-quality financial planning cases
• 25 days holiday + bank holidays, increasing to 30 with service
• Private medical insurance, Death in service and Income protection (75% salary after 3 months)
• Pension
• 1 paid volunteering day per year
• Employee share scheme (EBT), linked to performance
• Flexible benefits hub (Cycle to Work, buy/sell holiday)
• Access to 2,000+ retail discounts and perks
• And more…

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