Paraplanner: Exams Paid & Career Growth

Regional Recruitment Services; England; On-site; GBP 28,000 - 30,000; Full time

Job summary

A recruitment agency in Chester is seeking an experienced Paraplanner to join a financial planning team. The role involves preparing suitability reports, researching financial solutions, and supporting senior advisers. The ideal candidate will have a Level 4 Diploma in Financial Planning and relevant experience in a financial planning environment. The position offers a competitive salary between £28,000 and £30,000, alongside career progression and supportive team environment.

Benefits

Performance-related bonuses

Fully funded exam support

Opportunities for career progression

Qualifications

• Relevant experience within a financial planning environment.
• Familiarity with investment platforms is advantageous.

Responsibilities

• Preparing suitability reports for clients.
• Researching products, funds, mortgages, and protection solutions.
• Using investment and wrap platforms for recommendations.
• Liaising with clients and providers to resolve queries.

Skills

Strong analytical skills

Excellent communication skills

Technical skills

Knowledge of pensions

Knowledge of investment products

Knowledge of mortgages

Interpersonal skills

Education

Level 4 Diploma in Financial Planning

Tools

FE Analytics

XPLAN

Job description

A recruitment agency in Chester is seeking an experienced Paraplanner to join a financial planning team. The role involves preparing suitability reports, researching financial solutions, and supporting senior advisers. The ideal candidate will have a Level 4 Diploma in Financial Planning and relevant experience in a financial planning environment. The position offers a competitive salary between £28,000 and £30,000, alongside career progression and supportive team environment.