Job Description
Paraplanner
We are looking to recruit an experienced and high-calibre Paraplanner to work closely with a team of Financial Advisers, supporting the design, development, and delivery of comprehensive financial plans. This role offers the opportunity to make a genuine impact on clients’ financial wellbeing while developing your career within a supportive and professional environment.
The position is based onsite at a Chester office, with flexibility where required, and reports into the Senior Paraplanners. You will play a key role in ensuring advice is technically robust, compliant, and clearly communicated.
As a Paraplanner, you will be responsible for analysing clients’ existing financial arrangements and providing technical support to Advisers. This will include completing detailed calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance and carry forward, chargeable gains, and cashflow modelling. You will w...
We are looking to recruit an experienced and high-calibre Paraplanner to work closely with a team of Financial Advisers, supporting the design, development, and delivery of comprehensive financial plans. This role offers the opportunity to make a genuine impact on clients’ financial wellbeing while developing your career within a supportive and professional environment.
The position is based onsite at a Chester office, with flexibility where required, and reports into the Senior Paraplanners. You will play a key role in ensuring advice is technically robust, compliant, and clearly communicated.
As a Paraplanner, you will be responsible for analysing clients’ existing financial arrangements and providing technical support to Advisers. This will include completing detailed calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance and carry forward, chargeable gains, and cashflow modelling. You will w...
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