Are you an experienced Paraplanner looking to take the next step in your career? Do you excel in technical analysis, research, and supporting financial advisers in delivering high-quality financial planning solutions?
A well-established and highly regarded wealth management firm in Chester is looking for a talented Paraplanner to join their team. This is a fantastic opportunity to work in a collaborative environment where your expertise will be valued, and your career development supported.
Why Join This Firm?
- A professional and client-focused wealth management firm
- A strong emphasis on career growth and professional development
- Work alongside experienced Financial Advisers on complex financial planning cases
- A competitive salary and excellent benefits package
Your Role as a Paraplanner
In this key role, you will:
- Prepare comprehensive financial plans, cashflow analysis, and suitability reports
- Conduct in-depth research and technical analysis on financial products, investments, and tax strategies
- Assist in the preparation of client meetings, ensuring all documentation is thorough and compliant
- Maintain strong client relationships, liaising with providers to ensure seamless communication
- Ensure all recommendations and reports comply with regulatory standards and internal policies
What We’re Looking For
- Proven experience as a Paraplanner in a wealth management or financial planning setting
- Strong technical knowledge of pensions, investments, tax planning, and financial products
- Diploma in Regulated Financial Planning (Level 4) – or working towards chartered status
- Excellent analytical, technical, and communication skills
- Proficiency in financial planning software and Microsoft Office
Benefits & Perks
- Additional leave & sick pay
- Private medical insurance & life insurance
- Company pension & financial planning services
- Employee discounts & referral programme
- Free on-site parking & canteen facilities