Financial Adviser jobs in Sawley

Job Title: Paraplanner

Salary: £30,000- £40,000 (Depending on experience).

Location: Preston

Full-time: Monday – Friday.

Reference Number: 9615

Overview: I am supporting a growing, reputable IFA (Independent Financial Adviser) practice in Preston with an excellent opportunity for either an Accomplished Paraplanner or a Trainee Paraplanner looking to climb the ranks.

If you have experience in Financial Planning and are looking for a new challenge in a supportive and dynamic team environment, they would love to hear from you.

What you can expect:

· £30,000 - £40,000 per year (dependent on qualifications and experience).

· Study support towards full diploma & Chartered status.

· 25 days holiday plus bank holidays.

· Company pension scheme.

· Supportive working environment.

And much more!

Key Skills and Requirements:

• Minimum of 2 years of experience working within the Financial Planning/Wealth management industry as a paraplanner.
• Strong working knowledge of financial services products, including Pensions, Investments, ISAs, and Protection policies.
• Excellent communication skills, both written and verbal.
• Highly organised with the ability to work to deadlines and manage your own workload effectively.
• A team player, with a willingness to assist colleagues when needed.
• Previous experience in writing suitability reports is essential.
• If not already qualified to Diploma level, you will need to be part-qualified or motivated to progress further.
• Experience using Intelligent Office and Selectapension is advantageous.

Job Duties:

• Produce professional suitability reports tailored to individual clients.
• Prepare file documentation for meetings and assist with existing business administration.
• Conduct specific product, provider, and fund research.
• Assist administrators during busy periods, ensuring smooth team coordination.
• Handle other administrative duties, including:
• Submit new business applications.
• Produce quotations.
• Liaise with providers and clients.
• Chase outstanding pipeline cases.
• Follow up on outstanding fees.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Preston on a Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Job Type: Full-time

Pay: £30,000.00-£40,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person

Reference ID: 9615