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Paraplanner
Job Posted: 13 days ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire
Expire in: 15 days
Job Description
Job Title: Paraplanner
Location: Chester
Salary: Up to £45,000p/a, DOE
HRGO are currently recruiting for a Paraplanner to join a small team in an established financial planning and wealth management firm offering a wide range of services to private clients, families, and businesses, based in Chester City Centre. In this role, you will work closely with Financial Advisers, providing technical support through research, analysis, and the preparation of detailed financial planning reports. You will play a key part in developing tailored client solutions while ensuring all work meets regulatory standards.
Key Responsibilities:
Support Financial Advisers by preparing comprehensive suitability reports and documentation
Carry out detailed financial analysis and assist in the creation of client financial plans
Conduct research into investment products and financial planning solutions
Prepare and maintain accurate financial planning documentation
Assist in ensuring all recommendations and reports comply with current regulations
Analyse client information to support appropriate and effective advice
Skills & Experience Required:
Strong understanding of financial planning principles, investments, and financial services
Demonstrated ability to analyse complex financial information and produce clear recommendations
High standard of report writing with strong attention to detail
Diploma in Financial Planning (or working towards) or similar professional qualification
Excellent organisational skills with the ability to manage multiple tasks effectively
Strong communication skills, both written and verbal
Experience using financial planning systems and software is beneficial
Minimum of 2 years' experience within financial services
Ability to commute to the Chester office locationIf you are interested in this Paraplanner role, please contact Mia at (phone number removed) or email (url removed)Before You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Chester, Cheshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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