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Job description

My client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations. Reporting to the Senior Paraplanner, this is your chance to make a real impact on clients' financial well-being.

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
  • 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

  • You have previous experience of working within an Independent Financial Adviser practice
  • You are organised & methodical
  • You have excellent attention to detail and high standards of accuracy
  • You are organised and able to prioritise and meet deadlines
  • You have effective communication skills
  • Strong analytical and numerical skills
  • You thrive working as part of a team
  • Level 4 preferred

For more information please contact Graeme Hyland on 07896 933622 or email

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