Paraplanner

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.

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.

• 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

• Level 4 Diploma in Financial Planning (or equivalent)
• Experience with in 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.