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Paraplanner
Job Posted: 6 days ago
Salary: £ 30,000 - 45,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire West and Chester
Expire in: 22 days
Job Description
A Chartered Financial Planning firm in Chester are looking to appoint a paraplanner to join their team. The firm have been establihsed for over a decade and have a one to one paraplanner adviser alignment. Working with private clients across the North West, you will act as the first point of contact and be responsible for full research and report writing as required. Ideally being Dip or at least one paper away, you will be given full support to acheive Chartered status.
Package
* You will receive excellent salary (£30k- £45k) executive benefits and earnings.
The company
* A Chartered IFA firm in Chester.
Role
* Undertaking reviews for clients
* Preparation of reports, both from standard paragraphs and free text
* Undertaking whole of the market research
* Working on a collaborative basis with the rest of the team
* Keeping up to date on market positions and global situations
* Using cash flow modelling and lifestyle planning as required
* Liaising with external client partners, such as providers and DFMs as needed
* Attending client meetings if requested.
The candidate
* Ideally Dip Level 4 with aspirations to attain Chartered status
Next steps
* Contact via email below for confidential discussion and review of opportunity and processBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Chester, Cheshire West and Chester! 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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