Paraplanner
Job Title: Paraplanner Location: Chester Salary: £28,000 £30,000 per yearAbout the RoleWe are seeking an experienced Paraplanner to join a well-established financial planning team in Chester. This role provides an excellent opportunity to work alongside senior advisers in a supportive environment, with clear opportunities to develop your skills and advance your career.You will assist with preparing and supporting financial planning solutions for a diverse client base, ensuring high-quality recommendations and compliance throughout.Key Responsibilities Preparing suitability reports for clients covering investments, pensions, and protection solutionsResearching products, funds, mortgages, and protection solutionsUsing investment and wrap platforms to support financial planning recommendationsPreparing illustrations, documentation, and application formsLiaising with clients and providers to resolve queries efficientlySupporting senior advisers in all aspects of financial planning Skills and Experience Required Level 4 Diploma in Financial Planning (or well-progressed toward completion)Relevant experience within a financial planning environmentStrong analytical and technical skillsKnowledge of pensions, investments, mortgages, and protection productsExcellent communication and interpersonal skillsFamiliarity with investment platforms, FE Analytics, or XPLAN is advantageous What s on Offer Competitive basic salary with performance-related bonusesFully funded exam support and exam ..... full job details .....
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