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Paraplanner
Job Posted: a month ago
Salary: £ 35,000 - 45,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire West and Chester
Expire in: 2 days
Job Description
An excellent opportunity has arisen for an experienced Paraplanner to join my clients team in their Chester, Cheshire offices on a hybrid basis.
The Role:
My client is seeking an experienced Paraplanner to contribute to their growth and advancement of their expanding team. The ideal candidate will have a meticulous eye for detail and the ability to adapt to evolving financial services regulations.
Key Responsibilities:
• Prepare comprehensive suitability reports ensuring accuracy and compliance with regulatory standards.
• Handle new business applications, including data entry and documentation, with meticulous attention to detail.
• Conduct cashflow modelling to assist in financial planning strategies and client recommendations.
• Liaise with key stakeholders, including clients, advisers and providers, facilitating effective communication and ensuring seamless workflow.
• Perform tax calculations and analysis to support investment decisions and tax planning strategies.
• Assist in the development of tailored financial strategies.
Skills & Experience:
• Relevant qualifications such as a Diploma of Financial Planning (DFP) or an Advanced Diploma of Financial Planning (ADFP) are required.
• Demonstrable experience in a paraplanning role required.
• Exceptional attention to detail, accuracy and accountability in all aspects of work.
• Proficiency in financial planning software (Cashflows, etc) and Microsoft Office Suite.
• Ability to liaise effectively within a team environment.
Benefits:
• Generous bonus structure based on performance
• Workplace Pension
• Private Medical Insurance
• Company Events – Staff Summer and Christmas Parties
• Funding of Diploma of Financial Advice and other qualifications
• Hybrid working model following the training period
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.
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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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