Paraplanner
Full-Time, Permanent
Salary: Up to £42,000 + Benefits
Location: Chester
Our client is a well-established, chartered independent financial advisory practice with a long-standing history in the market. The firm is known for delivering high-quality, ethical financial planning, with a strong focus on acting in clients’ best interests.
About the role
This is an opportunity to join a professional and collaborative team supporting Chartered Financial Planners within an established independent advisory firm. As an experienced Paraplanner, you will play a key role in delivering high-quality financial planning solutions in a supportive and growth-oriented environment.
Key Responsibilities
* Preparation of suitability reports across investments, pensions, and protection
* Research into products, funds, mortgages, and protection solutions
* Use of wrap and investment platforms
* Preparation of illustrations, product documentation, and applications
* Liaison with clients and providers as required
Requirements
* Level 4 Diploma in Financial Planning (or equivalent)
* Experience within an independent financial advisory environment
* Strong technical knowledge of pensions, investments, mortgages, and protection
* Experience with wrap platforms, FE Analytics, and XPLAN preferred
* Pension and benefits package
If you’re a proactive, skilled professional looking to take the next step in your career, we’d love to hear from you. Please submit your CV to apply.
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