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Paraplanner

Ortus PSR
Posted 18 days ago, valid for 10 days
Location

Chester, Cheshire CH4 9RE, England

Salary

£25,000 - £35,000 per annum

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Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Up to £45,000
  • Experience Required: Experienced Paraplanner
  • Exciting opportunity for a Paraplanner in Chester
  • Key highlights include flexibility, career growth, and a collaborative environment
  • Core responsibilities include financial analysis, client reports, and assisting advisers with financial plans

Exciting Opportunity: Paraplanner in Chester

A leading Chartered IFA firm in Chester is on the lookout for an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans and ensuring compliance with regulatory standards.

Key Highlights:

  • Flexibility: Enjoy adaptable working hours that fit your lifestyle.
  • Career Growth: Access to full sponsorship for industry qualifications and continuous professional development.
  • Collaborative Environment: Work within a supportive team dedicated to client success.

Core Responsibilities:

  • Conducting in-depth financial analysis and research.
  • Preparing and maintaining client reports and documentation.
  • Assisting advisers with the formulation of client financial plans and strategies.

Benefits Package:

  • Competitive salary up to £45,000 
  • Generous pension scheme.
  • Comprehensive study support.

This is a prime opportunity for a Paraplanner eager to contribute to a firm that values professional development and offers a clear path for career advancement.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.