Paraplanner

ARR Talent is representing a highly successful Financial Adviser practice based in Chester. They have an exciting employment opportunity for an experienced Paraplanner to join their team.

This is a very exciting and interesting position and we welcome applications from individuals who are a career Paraplanner or from a Paraplanner who is looking to progress towards a role as a Financial Adviser.

In this role, you will provide essential technical expertise, supporting and assisting the Adviser team by undertaking detailed research and analysis of a wide variety of financial planning solutions. Your responsibilities will also include producing compliant financial planning reports for the Financial Advisers to present to clients.

As a Paraplanner, you will be one of the go-to individuals for advice on technical queries, covering the full client journey. This includes conducting methodical research to source suitable solutions, completing detailed and informative reports, and collaborating with the administration team to ensure accurate processing and system updates.

Your attention to detail and understanding of client needs is highly valued and your ability to consistently produce well-thought-out and meaningful suitability reports is essential.

Requirements

• Experience as a paraplanner with a strong emphasis on report writing skills.
• Level 4 Diploma is desirable but not essential if you possess extensive paraplanning experience.
• Familiarity with Life, Pension, and Investment products.
• We prioritise team fit and value a positive work/life balance, making us ideally suited for like-minded individuals.
• Office-based or Hybrid working is available.

Benefits

• Basic salary up to £35,000 pa plus bonus and benefits package( Diploma qualified and experienced)
• Supportive Structure & Exam Support.
• Death in Service.
• Discretionary Bonus.
• A great supportive working environment.

This is a key hire for the business, requiring a well-rounded individual. The ideal candidate will be a collaborative, methodical and detail-orientated Paraplanner with an appetite to personally and professionally grow within a great company.

The next step
If you would like to explore this opportunity, get in touch and click 'APPLY’ today.

About ARR Talent Limited
As a specialist Financial Services recruitment company, we bring unique expertise, industry insights and connections, whether you are looking for a new opportunity or you want to recruit great talent into your business.

At ARR Talent we value the importance of communication, transparency and follow-up and we focus on delivering only high-quality, qualified candidates to our clients.

We look forward to starting your journey with you!