Paraplanner

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 RoleAs a Paraplanner, you will:Provide technical support to Financial AdvisersAnalyse clients'' existing financial portfolios and prepare detailed reviewsCarry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessmentsResearch and help formulate suitable financial planning recommendationsPrepare full recommendation reports and supporting documentationLiaise with product providers, account managers, and clientsEnsure compliance with regulatory requirements and internal proceduresMaintain up-to-date knowledge of financial products, markets, and regulationsSupport advisers in delivering high-quality, compliant financial adviceParaplanner RequirementsPrevious experience within an IFA or financial planning practice (essential)Strong analytical and numerical abilityExcellent attention to detail and ..... full job details .....