Paraplanner
Location: Chester
Salary: Up to £46,000 per annum
Job Type: Full-time, Permanent
I am currently working with a well-established and highly regarded financial planning firm that is looking to recruit an experienced Paraplanner to join their growing team in Chester.
This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality advice and working closely with advisers to deliver bespoke wealth management solutions.
The Role As a Paraplanner, you will play a key role in supporting Financial Planners by providing detailed technical analysis and high-quality client documentation. Your responsibilities will include:
Preparing comprehensive financial plans, cashflow modelling, suitability reports and client recommendations
Conducting in-depth research on financial products, investments, pensions and tax planning solutions
Assisting advisers with client meeting preparation, including meeting packs and supporting documentation
Ensuring all advice and reports meet regulatory requirements and internal compliance standards
Liaising with clients and product providers to gather information and maintain smooth communication
Supporting the wider advice process to ensure an excellent client experience What’s on Offer
Salary up to £46,000, depending on experience
Supportive and collaborative working environment
Opportunity to work with experienced advisers and contribute to business growth
Strong focus on professional development and long-term career progression Benefits Include:
Additional leave
Company pension
Private medical insurance
Life insurance
Sick pay
Free on-site parking
Employee discounts
Referral programme
Financial planning services If you are an experienced paraplanner looking for your next opportunity in Chester, please apply