Preston
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…