Paraplanner

Clear IT Recruitment; Chester; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A financial services recruitment agency based in Chester seeks an experienced Paraplanner to prepare suitability reports, conduct cashflow modelling, and liaise with clients and advisers. Ideal candidates will hold relevant financial planning qualifications and have a strong background in paraplanning. The role offers a generous bonus structure, private medical insurance, and a hybrid working model after training.

Benefits

Generous bonus structure

Workplace Pension

Private Medical Insurance

Company Events

Funding of additional qualifications

Qualifications

• Demonstrable experience in a paraplanning role required.
• Exceptional attention to detail, accuracy, and accountability.
• Ability to conduct cashflow modelling for financial strategies.

Responsibilities

• Prepare comprehensive suitability reports ensuring compliance.
• Handle new business applications with meticulous detail.
• Perform tax calculations to support financial planning.

Skills

Attention to detail

Team collaboration

Proficiency in financial planning software

Education

Diploma of Financial Planning

Advanced Diploma of Financial Planning

Tools

Cashflows software

Microsoft Office Suite

Job description

Overview

An excellent opportunity has arisen for an experienced Paraplanner to join my clients team in their Chester, Cheshire offices on a hybrid basis. Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Responsibilities

• Prepare comprehensive suitability reports ensuring accuracy and compliance with regulatory standards.
• Handle new business applications, including data entry and documentation, with meticulous attention to detail.
• Conduct cashflow modelling to assist in financial planning strategies and client recommendations.
• Liaise with key stakeholders, including clients, advisers and providers, facilitating effective communication and ensuring seamless workflow.
• Perform tax calculations and analysis to support investment decisions and tax planning strategies.
• Assist in the development of tailored financial strategies.

Skills & Experience

• Relevant qualifications such as a Diploma of Financial Planning (DFP) or an Advanced Diploma of Financial Planning (ADFP) are required.
• Demonstrable experience in a paraplanning role required.
• Exceptional attention to detail, accuracy and accountability in all aspects of work.
• Proficiency in financial planning software (Cashflows, etc) and Microsoft Office Suite.
• Ability to liaise effectively within a team environment.

Benefits

• Generous bonus structure based on performance
• Workplace Pension
• Private Medical Insurance
• Company Events - Staff Summer and Christmas Parties
• Funding of Diploma of Financial Advice and other qualifications
• Hybrid working model following the training period

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful