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Permanent

Paraplanner

Chester
money-bag 35000.00-35000.00 Annual
3086719265
Posted 1 week ago

ParaplannerParaplanner - £35,000 - £45,000 - Chester We are recruiting on behalf of a Chartered Independent Financial Adviser firm in Chester, dedicated to providing clients with expert guidance and support to achieve their financial goals. The Job:As a Paraplanner, you will play a key role in supporting Advisers and delivering high-quality client solutions. Your responsibilities will include:- Preparing detailed analysis of clients existing portfolios- Providing technical support to Advisers- Completing calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance, carry forward, chargeable gains, and cashflow modelling- Working closely with Advisers to research and formulate appropriate recommendations- Preparing Recommendation Reports and supporting documentation- Ensuring full adherence to compliance procedures, core values, and high standards of client service- Liaising regularly with product providers, account managers, and clients- Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and support personal development The Candidate:The ideal candidate will thrive on translating complex financial information into clear, actionable advice for clients. We are looking for someone who is:- Experienced in an Independent Financial Adviser practice, with several years of paraplanning experience preferred- Organised, methodical, and able to prioritise workloads effectively- Highl

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