Paraplanner
Paraplanner - £35,000 - £45,000 - Chester
We are recruiting on behalf of a Chartered Independent Financial Adviser firm in Chester, dedicated to providing clients with expert guidance and support to achieve their financial goals.
The Job:
As a Paraplanner, you will play a key role in supporting Advisers and delivering high-quality client solutions. Your responsibilities will include:
- Preparing detailed analysis of clients’ existing portfolios
- Providing technical support to Advisers
- Completing calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance, carry forward, chargeable gains, and cashflow modelling
- Working closely with Advisers to research and formulate appropriate recommendations
- Preparing Recommendation Reports and supporting documentation
- Ensuring full adherence to compliance procedures, core values, and high standards of client service
- Liaising regularly with product providers, account managers, and clients
- Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and support personal development
The Candidate:
The ideal candidate will thrive on translating complex financial information into clear, actionable advice for clients. We are looking for someone who is:
- Experienced in an Independent Financial Adviser practice, with several years of paraplanning experience preferred
- Organised, methodical, and able to prioritise workloads effectively
- Highly attentive to detail with strong numerical and analytical skills
- A strong team player with excellent communication skills
- Proficient in MS Office – Word, Excel, Outlook
- Experienced with Intelliflo (IO) back-office system (advantageous).
- Investment platforms such as Abrdn, Aviva, Aegon
RO qualifications are desirable but not essential if substantial paraplanning experience can be demonstrated.
The Package:
- Competitive salary, dependent on experience
- 20 days holiday + bank holidays
- Annual salary review with performance-related pay increases
- Working hours: 9:00am – 5:30pm, with access to flexible working when required
- Group pension scheme
- Excellent training and career progression opportunities, including internal and external training programmes
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Access to free financial advice and support
- Cycle to Work Scheme
- Company social events
If you are an experienced paraplanner looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation