Paraplanner

Are you a paraplanner looking for your next long term role in the Chester area?

If so, our multi-sited client within the independent financial advice sector is keen to hear from you!

The Role:

This is a full-time hybrid on-site role for a Paraplanner located in the Chester Area.

You will be responsible for supporting financial planners in preparing client reports, conducting financial analysis, researching investment options and assisting in developing financial plans.

Day-to-day tasks will include gathering client data, processing and analysing information and ensuring compliance with regulatory requirements.

The Person:

We are looking for a great communicator with hands-on paraplanning experience who thrives on supporting a business and its clients.

Our client provides itself on the personal touch they deliver and you will play a key part in this.

More Detail:

• Proficiency in financial analysis and analytical skills
• Level 4 Paraplanning Certificate (or working towards)
• Excellent report writing skills
• Ability to work independently and as part of a team
• Strong attention to detail and organisational skills
• 2 years' experience within the financial services sector

Apply now in complete confidence for immediate consideration, if you have the paraplanning experience our client is looking for, or contact Dominic Quirke directly at Advancing People.