Paraplanner / Administrator
£30,000 - £38,000 DOE | Supportive, Experienced Team
Preston, Office based, Full time
I'm currently working with a well-established and collaborative financial planning firm to recruit an experienced Paraplanner / Administrator. This is a fantastic opportunity for someone who enjoys variety in their role and thrives in a close-knit, supportive environment.
The Role
This is a dual-position, with an even 50:50 split between paraplanning and administrative responsibilities. The role suits someone who is confident working across both areas and values the flexibility of a team that supports one another during busy periods or holidays.
The Team
You'll be joining a stable, professional team made up of 2 Directors, 1 other Advisor, and 5 paraplanning/admin professionals. The structure allows for shared responsibilities, so you're never siloed, and there's a strong culture of helping one another out.
What’s on Offer
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Salary: £30,000 - £38,000, depending on experience, plus company benefits
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Exposure to a wide variety of tasks with potential to get involved in fees, income, and broader business functions over time
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Full exam support, including purchase of study materials and exam fees (excludes resits)
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Opportunity for long-term growth within a collaborative environment
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Encouragement to build and maintain your technical and administrative skills across the business
Requirements
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Diploma-qualified preferred, or working toward
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Experience in a paraplanning and/or financial planning administration role is essential
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A proactive mindset and willingness to contribute across the team
- Report writing experience
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Excellent organisational skills and attention to detail
If you're looking for a dynamic and varied role within a team that truly supports each other, please get in touch for a confidential discussion or to apply.
Sector:
- Financial Services
- Financial Planning
