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Paraplanner

Chester
Posted: 6 August
Offer description

We’re working with a well-respected, client-focused IFA firm based in Chester that provides high-quality, holistic financial planning to a loyal and growing client base. Known for their personable approach and long-standing relationships, they’re now looking to expand their support team with the addition of a dedicated Paraplanner. This is a fantastic opportunity to join a friendly and supportive team where the quality of advice is the priority. You’ll work closely with experienced Financial Planners, supporting them with technical research, suitability reports, and client reviews, while also having the opportunity to develop your knowledge and grow in the role. Key Responsibilitie Prepare detailed and compliant suitability reports for pensions, investments, protection, and retirement planning Conduct in-depth research and analysis to support the advice process Assist in the construction and review of financial plans Liaise with providers to gather information and process application Support the client review process, including valuations and performance summaries Keep up to date with industry and regulatory changes to ensure accurate and up-to-date advice documentation About You Previous experience as a Paraplanner within an IFA or financial planning firm Level 4 Diploma in Financial Planning (or working towards it) Strong technical knowledge across pensions, investments, and protection Excellent attention to detail and a methodical approach to writing reports A team player who takes pride in supporting both clients and advisers Confident communicator who enjoys contributing to a positive client experience What’s on Offer Competitive salary and benefits packages Support for ongoing study and professional development Hybrid working flexibility Warm, collaborative working environment with a focus on long-term client outcome

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