Paraplanner - Chester, North West England

Ref: 1489Thursday 13 June 2024

Up to £45,000

Are you an experienced and dynamic paraplanner seeking an opportunity to make a real impact on clients' financial well-being? Look no further! A Chartered Independent Financial advisory firm is seeking a high-caliber Paraplanner to join our dedicated team.

Paraplanner Salary up to £45,000

Performance-Linked Pay Increases: Your success translates into rewards, Flexible Working Hours: Achieve work-life harmony when needed, Training and Progression: Reach your career goals with internal and external training programs, Financial Qualifications: Full sponsorship for your financial advice qualifications.


As a Paraplanner, your responsibilities will include:

  • Portfolio Analysis: Prepare comprehensive analysis of client portfolios.
  • Technical Support: Provide essential technical support to Advisers.
  • Calculations Expert: Handle complex calculations, including income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, and Cashflow Modelling.
  • Research Collaboration: Work closely with Advisers to research and formulate appropriate advice.
  • Recommendation Reports: Prepare thorough Recommendation Reports and supplementary documentation.
  • Liaison: Regularly engage with product providers, account managers, and clients.
  • Continuous Learning: Develop and maintain knowledge of financial products and markets to meet regulatory requirements and personal development needs.

To be considered:

  • Previous experience in an Independent Financial Adviser practice is a must.
  • Strong analytical and numerical skills are your strengths.
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