Senior Paraplanner / Technical Paraplanner

Job Overview

We are a growing and ambitious wealth management business based in Longridge, near Preston, with a team of around 20 professionals dedicated to delivering high-quality financial planning and investment advice. As our business continues to expand, we are looking for an experienced and motivated Paraplanner to join our team.

The Role

This is an excellent opportunity for an established Paraplanner looking to take the next step in their career. For the right candidate, the role will be at Senior/Technical Paraplanner level from day one.

You will work closely with advisers, providing technical support, carrying out research, preparing suitability reports, and helping deliver outstanding outcomes for clients.

About You

You will ideally:

• Hold the CII Level 4 Diploma in Regulated Financial Planning as a minimum
• Be working towards Chartered Status (Level 6)
• Have strong technical financial planning knowledge
• Be experienced in producing high-quality suitability reports
• Have excellent attention to detail and communication skills
• Be ambitious and keen to develop your career within a growing business

What We Offer

• Competitive salary of £30,000 to £50,000+ depending on experience and qualifications.
• Support with professional qualifications and ongoing development
• Discretionary bonus scheme
• Additional earnings through client introductions, with 25% of the initial advice fee paid for referred clients
• Friendly, supportive, and ambitious team culture
• Opportunity to make a genuine impact within a growing business

Apply Now

If you are a quality Paraplanner looking for a long-term opportunity with genuine career progression, we would be delighted to hear from you.

Applications and enquiries will be treated in strict confidence.

Pay: £30,000.00-£50,000.00 per year

Work Location: In person