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Permanent

Paraplanner

Cheshire
money-bag 35000.00-35000.00 Annual
3055512422
Posted 1 week ago

Paraplanner Location: Chester Salary: Up to £46,000 per annum Job Type: Full-time, Permanent I am currently working with a well-established and highly regarded financial planning firm that is looking to recruit an experienced Paraplanner to join their growing team in Chester. This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality advice and working closely with advisers to deliver bespoke wealth management solutions. The Role As a Paraplanner, you will play a key role in supporting Financial Planners by providing detailed technical analysis and high-quality client documentation. Your responsibilities will include: Preparing comprehensive financial plans, cashflow modelling, suitability reports and client recommendations Conducting in-depth research on financial products, investments, pensions and tax planning solutions Assisting advisers with client meeting preparation, including meeting packs and supporting documentation Ensuring all advice and reports meet regulatory requirements and internal compliance standards Liaising with clients and product providers to gather information and maintain smooth communication Supporting the wider advice process to ensure an excellent client experience What s on Offer Salary up to £46,000, depending on experience Supportive and collaborative working environment Opportunity to work with experienced advisers and contribute to business growth Strong focus on professional development and long

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