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A leading Chartered Financial Advisory firm in Chester seeks an experienced Paraplanner to support financial planning and advisory teams. This full-time position offers a competitive salary and benefits, with opportunities for training and professional development.
Our client is a fully independent Chartered Financial Advisory firm based in Chester, with a passion for Financial Planning. They provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning, and Inheritance Tax.
We are urgently seeking a Paraplanner to join an existing team, providing support to a number of Advisers within the business. The successful candidate will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.
Specifically, you will be responsible for:
Ideally, we are seeking a fully qualified and experienced Paraplanner with 3-4 years of experience in Paraplanning. However, we will consider candidates who are partially through completing their Diploma, provided they have some hands-on experience in Paraplanning and/or Report Writing.
A great salary and working environment are offered, along with a comprehensive benefits package: