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I Senior Financial Services Recruitment Specialist @Recruit UK ILooking after the North West & Surrounding Areas️I
Recruit UK is working on behalf of a highly regarded Chartered Independent Financial Advice firm based in Chester. We are seeking an experienced and detail-driven Paraplanner to join a supportive and forward-thinking team.
This is a fantastic opportunity for a skilled Paraplanner to play a vital role in delivering high-quality financial advice. You’ll be working closely with Financial Advisers to research, prepare, and deliver bespoke financial plans that meet – and exceed – client expectations.
Benefits include:
* Starting salary of up to £45,000
* Annual performance-based pay reviews
* Standard working hours: 9.00 am – 5.30 pm, with flexible working when required
* Full sponsorship for financial planning qualifications
* Study days for relevant exams
* Access to internal and external training programmes
* Free financial advice and wellbeing support
* Cycle to Work Scheme
* Regular company social events
Key Responsibilities:
* Analysing and reviewing existing client portfolios
* Providing technical support to Advisers
* Performing complex calculations (e.g. income tax, IHT, CGT, lifetime allowance, pension annual allowance, cashflow modelling)
* Conducting research to support advice formulation
* Writing Suitability Reports and associated documentation
* Liaising with clients, product providers, and investment platforms
* Maintaining compliance with FCA regulations and internal processes
* Continuously developing product knowledge to support CPD requirements
Skills & Experience Required:
This role is suited to a methodical and analytical individual who enjoys working collaboratively to deliver high standards of client service.
You will ideally have:
* Previous experience as a Paraplanner within an IFA environment
* Excellent knowledge of financial planning, pensions, investments, and taxation
* Strong written and verbal communication skills
* High attention to detail with a structured and organised approach
* Ability to manage workloads and meet deadlines
* Strong IT skills, particularly in MS Office (Word, Excel, Outlook)
* Experience with Intelliflo Office (IO) is advantageous
* Familiarity with tools and platforms such as:
While RO qualifications (CII) are desirable, equivalent paraplanning experience will also be considered. Full financial support for continued professional development is provided.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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