Paraplanner
| Dyddiad hysbysebu: | 20 Chwefror 2026 |
|---|---|
| Cyflog: | £35,000.00 i £45,000.00 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 22 Mawrth 2026 |
| Lleoliad: | Chester, Cheshire, ch2 3nj |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | Search Consultancy LTD |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | Req/678493_1771605431 |
Crynodeb
Paraplanner
- Chester
- Full-time
- £35,000-£45,000
- Monday-Friday, 9am-5:30pm
Are you a Paraplanner who loves solving problems, diving into detail, and shaping financial futures? If you're looking for a role where your expertise makes a genuine difference, and where your career will be actively invested in, this could be your next move.
A respected Chartered Independent Financial Advisory firm in Chester is expanding its Paraplanning team. Known for long‑standing client relationships and exceptional staff development, this is a place where people stay, grow and build meaningful careers.
Key Responsibilities
- Analyse clients' existing financial plans and portfolios
- Complete technical calculations (Tax, IHT, CGT, LTA, Allowances, Cashflow Modelling)
- Support Advisers with research and recommendation development
- Produce clear, compliant Recommendation Reports
- Liaise with clients, product providers and account managers
- Maintain accurate records and stay up to date with market and product knowledge
Skills & Experience
- The ideal candidate will have several years of paraplanning experience, RO qualifications would be preferred but not essential if experience can be evidenced.
- Strong analytical skills and excellent attention to detail
- Confident communicator with good IT skills (MS Office)
Benefits
- Competitive salary + performance-linked annual reviews
- 20 days holiday + bank holidays
- Flexible working hours when needed
- Group pension scheme
- Full sponsorship for professional qualifications + study days
- Free financial advice
- Cycle to Work Scheme
- Regular company social events
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.