Paraplanner

Paraplanner

£35,000 £ 45,000+ depending on experience

Hybrid + Flexi-Hours

Chester

Are you an experienced Paraplanner looking for a new opportunity to work for a larger, established firm?

Are you feeling underappreciated for the work you do & experience you bring to the team?

If either of the above are true then this role should be of interest:

A Financial Planning firm in the Chester area are looking to hire an individual with a strong background in Paraplanning and ideally some exposure complex cases. The Paraplanners in this firm will often attend meeting held on site with the Financial Advisers and Clients, meaning value is added throughout the process.

This opportunity will be predominantly focused on adding hands on technical Paraplanning experience to the team, including demonstrating understanding of the advice process.

• Carrying out technical Paraplanning work.
• Being a point of contact for clients throughout the entire process
• Working closely with Financial Advisers and Administrators
• Experience of report writing both at annual review and new business level

Higher end salaries can be offered for those with a Financial Services Diploma qualification or higher.

If you feel you have the necessary experience and are happy with a majority office based role, get in touch.