Paraplanner

Bond Recruitment Ltd; Chester; On-site; GBP 32,000 - 48,000; Full time

Benefits offered by this job

20 days holiday + bank holidays

Annual pay review with performance-linked increases

Flexible working hours

Training and progression support

Full sponsorship for financial advice qualifications

Study days for relevant examinations

Access to free financial advice and support

Study days for exams

Free financial advice

Job summary

A leading recruitment agency is seeking an experienced paraplanner for a Chartered Independent Financial Advisers in Chester. The role involves preparing financial analyses, supporting advisers, and ensuring compliance with regulations. Candidates should have prior experience in an IFA environment, strong analytical skills, and proficiency with MS Office. This role offers a full-time permanent position with salary based on experience, generous holidays, flexible working hours, and support for career progression and training.

Qualifications

• Several years of paraplanning experience.
• High standards of accuracy and detail-oriented.
• Ability to work collaboratively as part of a team.
• Excellent communication and teamwork skills.
• Ability to turn complex financial data into client‑friendly solutions.

Responsibilities

• Prepare analysis of clients' existing portfolios.
• Provide technical support to advisers.
• Complete calculations related to financial advice.
• Research and formulate appropriate advice.
• Prepare recommendation reports and supplementary documentation.
• Adhere to compliance procedures and high standards of client service.
• Liaise with product providers, account managers and clients.
• Develop knowledge of financial products and markets to meet regulatory requirements.

Skills

Experience within an Independent Financial Adviser practice

Organised and methodical

Attention to detail

Effective communication skills

Strong analytical and numerical skills

Strong IT skills (MS Office Word, Excel, Outlook)

Education

RO qualifications (preferred)

Tools

IO (Intelliflo) back-office system

Assureweb

ExWeb

MiCap

Investment Platforms: Abrdn, Aviva, Aegon

Aviva

Aegon

Job description

We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients expectations.
Our client is a Chartered Independent Financial advisers based in Hoole, Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.
As a Chartered IFA, they actively encourage and fully support all of their colleagues in their
professional development and will fund study material and examination costs to support CII

Learning pathways.
Key responsibilities include:

• Preparing analysis of clients 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
• Adherence to compliance procedures, core values and high standards of client 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 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
• 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:

• Assureweb
• ExWeb
• MiCap
• Investment Platforms; Abrdn, Aviva & Aegon

The ideal candidate will have several years of paraplanning experience, RO qualifications would be preferred but not essential if experience can be evidenced.
Excellent benefits include:

• Permanent
• A full-time position
• A salary to match your talent/experience
• 20 days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9am-5.30pm, access to flexible working hours when required
• 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