Job Description | 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. 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 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, compliant financial advice Paraplanner Requirements Previous experience within an IFA or financial planning practice (essential) Proficient in Microsoft Word, Excel, and Outlook Study material/Exams paid and study leave provided ~ Great Training and Progression Opportunities ~ Annual Pay Review ~25 days holiday + bank holidays ~9:00 – 5.30 Monday to Friday with flexible working hours where required. ~ Opportunity to work within a respected and expanding financial planning practice If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you. Apply now, and we'll review your application as soon as possible.
Locations
Pension Paraplanner in Cheshire, Chester employer: GCB Recruitment
Join a dynamic and rapidly expanding estate agency group in Bury St Edmunds as the Head of Finance, where you will enjoy a supportive and collaborative work environment. With a competitive salary of up to £45,000, on-site parking, and company discounts, this role offers genuine career growth opportunities and the chance to influence key financial strategies within a successful organisation. Embrace the autonomy and responsibility that comes with leading a small finance team while contributing to the company's ongoing success.
