Senior Paraplanner - Permanent
Location: Near Preston (Hybrid / Flexible Working Available)
Salary: Negotiable (Dependent on Experience)
We are working with a well-established and highly regarded firm of Independent Financial Advisers based near Preston, who are looking to appoint an experienced Senior Paraplanner on a permanent basis.
This is an excellent opportunity to join a close-knit, professional team that is committed to delivering a first-class service to a loyal portfolio of private clients.
The Role
You will be joining an experienced Paraplanning team and will play a key role in supporting advisers through high-quality technical research and report writing. This is a hands-on paraplanning role suited to someone confident working across a broad range of financial planning areas.
Key Responsibilities
- Conducting detailed technical research
- Producing clear, compliant, and client-friendly suitability reports
- Supporting advisers with complex financial planning cases
- Working collaboratively within an established paraplanning function
Working Arrangements
The company would ideally like someone to be part of the team and attend the office on a regular basis. However, they are open to flexible and home-working arrangements for the right candidate, including weekly or monthly office visits.
About You
- An experienced Paraplanner (senior-level experience preferred)
- Strong technical knowledge and report-writing skills
- Comfortable working within a team-focused, client-centric environment
Package
- Salary is completely negotiable depending on experience
- Supportive and collaborative working culture
- Flexible working options available
If you are an experienced Paraplanner in the local area, or someone seeking a role that offers greater flexibility around home working while still being part of a strong team, please get in touch for a confidential discussion.
Sector:
- Financial Services
- Financial Planning
