Paraplanner from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with over...
Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with...
Paraplanner (Part-time or Full time) Location - Alderley Edge, Cheshire (SK9) Salary - FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an experienced Paraplanner to work alongside our existing paraplanner, helping build our client service team for the continued...
Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply with the Financial Services and...
ParaplannerUp to £55,000 DOEMultiple locations across the UK4 Days Working From HomeStaff Benefit SchemeAre you a technical and motivated Paraplanner looking for a better work like balance?Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be...
Job description My client is a small HNW business near Knutsford and they are currently looking for an experienced Paraplanner to join their team. As a Paraplanner you'll play a vital role in supporting their Financial Planners to deliver bespoke solutions to their high-net-worth clients. This is a client-focused, detail-oriented position. You'll be part of a team that values long-term client...
You will be responsible for preparing client financial plans, attending meetings, and ensuring a positive experience for clients. This is a fantastic opportunity to enhance your skills in a supportive environment while making a significant impact on clients' financial journeys.
We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning...
ParaplannerEllesmere Port, Cheshire (Hybrid Working Available)Up to £50,000 DOE + Bonus & BenefitsA well-established and growing financial advisory firm based in the Cheshire area is seeking an experienced Paraplanner to join their client-focused team.This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality financial planning work and contributing to...
A reputable financial services firm based in Wilmslow is seeking an experienced Paraplanner to support their technical team. The role involves assisting in client records preparation, conducting financial research, and preparing reports in adherence to standards. Applicants should hold a diploma, have excellent IT skills, and be able to work independently while ensuring compliance. This is a...
A leading regional financial planning practice is expanding their team in Wilmslow. They seek a Paraplanner to provide technical support and manage client queries, primarily for high-net-worth clients. The successful candidate will have experience in paraplanning and familiarity with major software packages, along with the ambition to work towards a Chartered qualification. This role will not...
You will work closely with a financial planner but the majority of client work will be your responsibility.
You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm.
You will love learning and have the capacity to become Chartered if you're not already on your way there.
A Chartered Independent Financial Advisory firm in Chester is seeking an experienced Paraplanner to join their team. The role involves writing suitability reports, researching financial products, and liaising with clients to ensure clarity in financial decisions. The ideal candidate will have experience in a financial advisory setting and possess a Level 4 Diploma in Financial Planning. This...
Job Description Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm...
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.
You will demonstrate a high attention to detail and in depth understanding of the client needs.
You should be an experienced Paraplanner with great report writing and analytical skills
Paraplanner Location: Chester Salary: Up to £46,000 per annum Job Type: Full-time, Permanent I am currently working with a well-established and highly regarded financial planning firm that is looking to recruit an experienced Paraplanner to join their growing team in Chester. This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality advice and working...
Type of Position: Paraplanner - Chester Pay: £40k - £45k Reference: Chester1 Paraplanner - Chester Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products. Our client offers hybrid working from...
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...
Job Description Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ Note: for a Chartered Financial Paraplanner a salary of up to £50K. Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm...
Our Client Our client is a very well respected and established firm of IFAs based in Wilmslow, Cheshire. They are currently recruiting for an experienced Paraplanner to join their team. Their technical/paraplanning team complete all research, cashflow analysis and reports in-house. With the exception of O&M and FE Analytics, they manually complete research and analysis, with this in mind they...