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Paraplanner

Chester
£30,000 - £45,000 a year
Posted: 8h ago
Offer description

A Chartered Financial Planning firm in Chester are looking to appoint a paraplanner to join their team. The firm have been establihsed for over a decade and have a one to one paraplanner adviser alignment. Working with private clients across the North West, you will act as the first point of contact and be responsible for full research and report writing as required. Ideally being Dip or at least one paper away, you will be given full support to acheive Chartered status. Package * You will receive excellent salary (£30k- £45k) executive benefits and earnings. The company * A Chartered IFA firm in Chester. Role * Undertaking reviews for clients * Preparation of reports, both from standard paragraphs and free text * Undertaking whole of the market research * Working on a collaborative basis with the rest of the team * Keeping up to date on market positions and global situations * Using cash flow modelling and lifestyle planning as required * Liaising with external client partners, such as providers and DFMs as needed * Attending client meetings if requested. The candidate * Ideally Dip Level 4 with aspirations to attain Chartered status Next steps * Contact via email below for confidential discussion and review of opportunity and process

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