Paraplanner
GCB Recruitment
Chester
Salary
£40,000 – £45,000 a year
Location
Chester, England
| Paraplanner | IFA Practice | £40K - £45K 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 assessments
- Research and help formulate suitable financial planning recommendations
- Prepare full recommendation reports and supporting documentation
- Liaise with product providers, account managers, and clients
- Ensure compliance with regulatory requirements and internal procedures
- Maintain up-to-date knowledge of financial products, markets, and regulations
- Support advisers in delivering high-quality, compli...