Paraplanner
Job Title:Paraplanner Location:ChesterSalary:Up to £45,000p/a, DOEHRGO 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 documentationCarry out detailed financial analysis and assist in the creation of client financial plansConduct research into investment products and financial planning solutionsPrepare and maintain accurate financial planning documentationAssist in ensuring all recommendations and reports comply with current regulationsAnalyse client information to support appropriate and effective adviceSkills and Experience Required: Strong understanding of financial planning principles, investments, and financial servicesDemonstrated ability to analyse complex financial information and produce clear recommendationsHigh standard of report writing with strong attention to detailDiploma in Financial Planning (or working towards) or similar professional qualificationExcellent organisational skills with the
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