LinkedIn ShareShare

With over 30 years of experience as an independent company my client has been awarded Chartered Status – the hallmark of excellence in the financial services industry.  They have expanded over the years in a strategic way and now have over 50 people in the business with Chartered Financial Planners and key support staff.  They are now looking to recruit an experienced Paraplanner who has excellent report writing skills to join the team.

Job Duties:

Preparing and maintaining the client file

Collect all the quantitative detailed information required

Check all compliance paperwork

Preparing recommendations

All associated Research

Writing Reports – prepare information for review

Implementing recommendations

Writing Reports

Reviewing files


This role requires an experienced Paraplanner where experience of report writing is paramount, candidates can either be at Diploma level or working towards.

Salary may vary depending upon experience and level of qualification 

Based in near the Chester area with free parking on a business park

21 July 2020
Financial Planning
Cheshire, Chester
20 days plus christmas + free parking