Paraplanner

Paraplanner\\n\\nEither Chester or Liverpool\\n\\nJob Types: Full-time, Permanent\\n\\nPay: Up to £43,000 to £46,000.00 per year (Depending on experience)\\n\\nBenefits:\\n\\n * Additional leave\\n\\n * Canteen\\n\\n * Company pension\\n\\n * Employee discount\\n\\n * Financial planning services\\n\\n * Free parking\\n\\n * Life insurance\\n\\n * On-site parking\\n\\n * Private medical insurance\\n\\n * Referral programme\\n\\n * Sick pay\\n\\nSchedule:\\n\\n * Monday to Friday\\n\\nExperience:\\n\\n * financial services: 2 years (required)\\n\\n * paraplanning: 1 year (preferred)\\n\\nLicence/Certification:\\n\\n * Diploma in Regulated Financial Planning, or equivalent (required)\\n\\nAre you an experienced Paraplanner with a passion for delivering high-quality financial advice?\\n\\nOr are you a Trainee Paraplanner or worked in a similar role within a Wealth Management company and looking for that next step?\\n\\nDo you excel in technical analysis and supporting advisers in crafting bespoke wealth management solutions? If so, we’d love to here from you.\\n\\nAbout the company:\\n\\nOur client is a respected financial planning firm dedicated to providing tailored wealth management services.\\n\\nYour Role:\\n\\nAs a Client Manager, you will play a vital role in supporting our Financial Planners in by:\\n\\n * Preparing comprehensive financial plans, cashflow analysis, review reports, and recommendations for clients.\\n\\n * Conducting detailed research and analysis on financial products, investment options, and tax implications.\\n\\n * Assisting in the preparation of client meetings, including the creation of meeting packs and documentation.\\n\\n * Ensuring all advice and documentation comply with regulatory standards and internal policies.\\n\\n * Liaising with clients and providers to obtain necessary information and ensure seamless communication.\\n\\nWhat We're Looking For:\\n\\n * Experience as a Client Manager/Paraplanner, ideally within a wealth management or financial planning setting.\\n\\n * Strong technical knowledge of financial products, pensions, investments, and tax planning.\\n\\n * Excellent analytical skills with the ability to interpret complex data and present it clearly.\\n\\n * Proficiency in financial planning software and Microsoft Office Suite.\\n\\n * A Level 4 Diploma in Financial Planning, or higher\\n\\n * High attention to detail, strong communication skills, and a client-focused approach.\\n\\nWhy Join:\\n\\nOur client believes in investing in their team’s development and success.\\n\\nAs part of the team, you’ll have the opportunity to advance your career, enhance your expertise, and contribute to the growth of the firm.\\n\\nThey offer a competitive salary and benefits package, along with a supportive and collaborative working environment.\\n\\nThis really is a Fantastic opportunity to work within a brilliant and Award Wining company who genuinely care about Career Development and Progression.\\n\\nIf you meet the above criteria and want to be part of something special, please apply to be considered for interview