Paraplanner: Flexible Hours & Qualifications Sponsorship

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

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.

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.

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

Job description

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.