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Paraplanner

Chester
Integro Partners
Posted: 11 July
Offer description

Paraplanner

£35,000 - £45,000+ depending on experience

Hybrid + Flexi-Hours

Chester


About the role

Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm?

Are you feeling underappreciated for the work you do and the experience you bring to the team?

If so, this role could be of interest:

A Financial Planning firm in Chester is looking to hire a professional with a strong background in Paraplanning, ideally with exposure to complex cases. Paraplanners in this firm often attend on-site meetings with Financial Advisers and Clients, adding value throughout the process.


Responsibilities

* Carrying out technical Paraplanning work
* Serving as a point of contact for clients throughout the process
* Collaborating closely with Financial Advisers and Administrators
* Report writing at both annual review and new business levels

Higher salaries may be offered to candidates with a Financial Services Diploma or higher qualification.


Requirements

If you have the necessary experience and are comfortable with a predominantly office-based role, please get in touch.

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