Paraplanner
other jobs Ortus PSR
Added before 6 Days
- England,North West,Lancashire,Preston
- Full Time, Permanent
- £27,500 - £35,000 per annum
Job Description:
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.
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.
Job number 3311346
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