Paraplanner

Senior Paraplanner - PermanentLocation: 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 RoleYou 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 ArrangementsThe 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.