Technical Paraplanner jobs in Cheshire

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

A leading financial services firm based in Chester is seeking an experienced Paraplanner to support a team of Financial Advisers. This role involves analyzing clients' financial arrangements and providing technical support, ensuring compliance and clarity in financial advice. The position offers a full-time, permanent contract with competitive salary, benefits including annual leave, pension...

Paraplanner Full-Time, Permanent Salary: Up to £42,000 + Benefits Location: Chester Our client is a well-established, chartered independent financial advisory practice with a long-standing history in the market. The firm is known for delivering high-quality, ethical financial planning, with a strong focus on acting in clients' best interests. About the role This is an opportunity to join a...

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...

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Other Jobs Warrington, England £45000 - £55000 per annum Permanent Apply Now Paraplanner and Compliance Manager A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice are looking to add a Paraplanner with Compliance Manager functions to their leading team. Location: Warrington, W4A 4DN – Hybrid working (full time) 3 days in the office 2 days...

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 *

You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon

Overview 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...

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...

You will play a crucial role in ensuring the delivery of high-quality financial advice through comprehensive technical support and detailed recommendation reports.

You will have proven experience in an IFA or Wealth Management environment and demonstrate excellent analytical and communication skills.

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 their Chester office. Key Responsibilities: - Support the Financial...

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...

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...

IFA Administrator – Join as an Investment Administrator Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals. Known for excellence, collaboration, and long-term client relationships, the firm is also proud to...

You will be supported and paired with an experienced mentor throughout the duration of the programme, and also have access to work shadowing opportunities. Client Service Executive The role of the Client Service Executive (CSE) is client and adviser service focused.

You should be able to tick these boxes:· Administration experience, preferably in a financial planning company · A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

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

You will play a key role in ensuring advice is technically robust, compliant, and clearly communicated.

You will work closely with Advisers to research and formulate appropriate solutions and prepare high-quality suitability and recommendation reports.

You should be confident using Microsoft Word, Excel, and Outlook.