Paraplanner – Chester
Salary: £35,000 - £40,000 + Benefits

Are you an experienced Paraplanner looking for an exciting opportunity with a leading financial planning firm in Chester? A Financial Planning firm based in Chester is seeking a highly skilled and motivated individual to support the team of financial advisers by providing expert research, analysis, and report-writing services.

Key Responsibilities:

• Prepare detailed suitability reports and financial planning recommendations
• Conduct in-depth research on financial products, investment strategies, and tax planning
• Liaise with advisers and clients to ensure accurate and compliant financial solutions
• Support the advice process by preparing cash flow models and investment analyses
• Keep up to date with regulatory changes and ensure all advice is compliant with FCA standards

Requirements:

• Level 4 Diploma in Financial Planning (or working towards)
• Previous experience in a Paraplanning role within a financial advisory firm
• Strong understanding of pensions, investments, and tax planning
• Excellent analytical, research, and report-writing skills
• Proficiency in financial planning software (e.g., Voyant, Xplan, Intelligent Office)

If you are an experienced Paraplanner looking to take the next step in your career, I would love to hear from you!