Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?

Recruit UK is proud to collaborate with a leading wealth management firm in Cheshire, currently seeking an experienced Paraplanner to become an integral part of their expert team. This role presents a unique opportunity for a dedicated professional with strong technical administration skills to further their career in the finance industry. The ideal candidate will be someone who is not only passionate about their field but also eager to contribute to and grow with a firm that is deeply committed to supporting long-term career development and success.

If you are interested in joining a firm who are proud to offer holistic, independent financial advice, then apply today.

Responsibilities:

Suitability report writing
Assist Financial Planners with preparation for client meetings.
Maintain compliant records.
Research and analysis
Attend client meetings
Review investment portfolios
Strategy report writing

What’s in it for you:

Competitive salary Up to £40,000
Bonus scheme
25 days annual leave plus bank holidays and birthday off
5% pension contribution
Study support to Chartered status
Flexible working hours
Free parking
Death in service
Private Medical Insurance
Opportunities to progress

Skills and experience required:

Previous Paraplanning experience
Level 4 Diploma Qualified or on the way to being qualified
Excellent knowledge and understanding of Financial Planning products and regulations
Attention to detail
Excellent organisational skills
Communication skills

• Please mention Financial Planning Today Jobs when applying for this role.

Jobs in Chester

Paraplanner - to £40k - North West