Job Description

| Paraplanner | IFA Practice | £40K - £4K Basic | Career Progression | 

Looking to develop your career as a Paraplanner within a successful and growing financial planning practice?

We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers.

The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients.

The Role

As a Paraplanner, you will:

  • Provide technical support to Financial Advisers
  • Analyse clients’ existing financial portfolios and prepare detailed reviews
  • Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessm...
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