Paraplanner

Salary: £27,000 – £35,000

Preston, Lancashire

Exciting Paraplanner Opportunity – Preston (Office Based)

Looking for a detail-driven Paraplanner to join a dynamic financial planning team based in Preston, Lancashire. This is a fantastic opportunity for someone looking to work in a supportive, professional environment where your skills will make a real impact.

Key Responsibilities:

• Prepare detailed and compliant financial reports and recommendations
• Conduct thorough research and analysis across pensions, investments, and protection products
• Liaise closely with Financial Advisers to support the client journey
• Maintain up-to-date knowledge of industry regulations and product developments

What We’re Looking For:

• Diploma in Financial Planning qualified (or working towards it)
• Previous experience in a paraplanning role or experienced Financial Planning Administrator
• Strong technical knowledge and attention to detail
• Excellent communication and analytical skills

If you're ready to take the next step in your career with a respected and growing financial planning firm, apply now and be part of something exciting!