Senior Paraplanner

My client is a Chartered Independent Financial adviser firm based in Chester. They are recruiting for an experienced, high-calibre paraplanner to work closely with a team of

financial advisers to design, develop, and implement comprehensive financial plans that exceed

clients expectations.

They are looking for a Paraplanner who's as passionate about financial planning as they are.

Working onsite in the Chester office. Reporting to the Senior Paraplanners. This is your chance

to make a real impact on clients' financial well-being.

Excellent benefits include:

•  Permanent
•  A full-time position
•  C £40,000 gross per annum
•  20 days holiday entitlement + bank holidays
•  Annual pay review with performance-linked pay increases
•  9-5.30 pm, access to flexible working hours when required (Possibility of some Hybrid working)
•  Group Pension scheme
•  Reach your career goals with outstanding training and progression, including internal and
• external training programmes
•  Full sponsorship for financial advice qualifications
•  Study days for relevant examinations
•  Access to free financial advice and support
•  Cycle to Work Scheme
•  Company social events

Key responsibilities include:

•  Preparing analysis of client’s existing portfolio
•  Provision of technical support to Advisers
•  Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
• Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
•  Working closely with the Adviser to research and formulate appropriate advice
•  Preparation of Recommendation Reports and supplementary documentation
• service
•  Regular liaison with product providers, account managers and clients
•  Develop and maintain knowledge and understanding of financial products and markets to
• meet regulatory requirements and personal development needs

Skills and experience:

This role is perfect for someone who thrives on turning complex financial data into actionable,

client-friendly solutions.

 You have previous experience of working within an Independent Financial Adviser practice

 You have excellent attention to detail and high standards of accuracy

 You thrive working as part of a team

 You have strong IT skills, specifically in MS Office - Word, Excel and Outlook

Experience of IO (Intelliflo) back-office system would be an advantage, together with experience

of some, or all, of the following platforms:

•  SelectaPension
•  Financial Express
•  Trigold
•  Assureweb
•  ExWeb
•  MiCap
•  Investment Platform; abrdn, Aviva, Aegon

If you think you might be the per

If you think you might be the perfect fit for this paraplanner role, please send your CV today.