Paraplanner / Administrator

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

• Salary: £30,000 - £38,000, depending on experience, plus company benefits

• Exposure to a wide variety of tasks with potential to get involved in fees, income, and broader business functions over time

• Full exam support, including purchase of study materials and exam fees (excludes resits)

• Opportunity for long-term growth within a collaborative environment

• Encouragement to build and maintain your technical and administrative skills across the business

Requirements

• Diploma-qualified preferred, or working toward

• Experience in a paraplanning and/or financial planning administration role is essential

• A proactive mindset and willingness to contribute across the team

• Report writing experience

• 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.