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Permanent

Paraplanner

Cheshire
money-bag 36000.00-36000.00 Annual
3060029972
Posted 4 days ago

Paraplanner from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQNote: for a Chartered Financial Paraplanner a salary of up to £50K.Imagine working in a role where your skills truly shape financial futures and you still get home on time.At Cestrian Financial Planning, we re proud to offer just that. We re a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We re now looking for an experienced Paraplanner to join our welcoming team.The roleLooking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you ll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations making a genuine difference to our clients financial wellbeing.What will you be doing? Writing suitability reports that give clients clarity and confidence in their choicesResearching products and platforms to find real-world solutions for pensions, investments, and protectionOrganising and managing client files so everything is FCA-compliant and audit-readyPreparing accurate documents like illustrations and application forms, so our advice is clear and actionableLiaising with clients and providers to keep advice moving and issues resolvedJoining adviser meetings when needed and staying up to speed with changes in the financial world About our companyWe re based in central Chester, in a supportive, close-knit office. We take pride in doing thing

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