Paraplanner – Chester
Salary: £35,000 - £40,000 + Benefits
Are you an experienced Paraplanner looking for an exciting opportunity with a leading financial planning firm in Chester? AFinancial Planning firm based in Chester is seeking a highly skilled and motivated individual to support the team of financial advisers by providing expert research, analysis, and report-writing services.
Key Responsibilities:
* Prepare detailed suitability reports and financial planning recommendations
* Conduct in-depth research on financial products, investment strategies, and tax planning
* Liaise with advisers and clients to ensure accurate and compliant financial solutions
* Support the advice process by preparing cash flow models and investment analyses
* Keep up to date with regulatory changes and ensure all advice is compliant with FCA standards
Requirements:
* Level 4 Diploma in Financial Planning (or working towards)
* Previous experience in a Paraplanning role within a financial advisory firm
* Strong understanding of pensions, investments, and tax planning
* Excellent analytical, research, and report-writing skills
* Proficiency in financial planning software (e.g., Voyant, Xplan, Intelligent Office)
If you are an experienced Paraplanner looking to take the next step in your career, I would love to hear from you!
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