At a Glance
- Tasks: Support financial advisers by preparing client portfolio analyses and recommendation reports.
- Company: Join a thriving financial practice in Chester with a friendly, professional atmosphere.
- Benefits: Enjoy a competitive salary, study support, flexible hours, and 25 days holiday plus bank holidays.
- Other info: Flexible working hours and regular staff events make this role even more appealing.
- Why this job: Gain valuable experience in finance while working in a supportive team with great career progression.
- Qualifications: Experience in an IFA practice, strong analytical skills, and proficiency in Microsoft Office are essential.
The predicted salary is between 38000 - 45000 £ per year.
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, compliant financial advice
Paraplanner Requirements
- Previous experience within an IFA or financial planning practice (essential)
- Strong analytical and numerical ability
- Excellent attention to detail and accuracy
- Strong communication skills, both written and verbal
- Highly organised with the ability to prioritise and meet deadlines
- Proficient in Microsoft Word, Excel, and Outlook
- Methodical, professional, and client-focused approach
What's on Offer?
- Basic Salary ranging from £40,000 - £45,000
- Study material/Exams paid and study leave provided
- Staff events
- 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
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Paraplanner in Chester employer: GCB Recruitment
Join a leading professional body in the property sector as a Business Development Manager, where you will thrive in a supportive and dynamic work environment. With a hybrid working model, ongoing training, and clear career progression opportunities, this role offers a unique chance to make a meaningful impact while enjoying a competitive salary package. Embrace the opportunity to work with a reputable brand that values proactive individuals and fosters strong relationships within the lettings industry.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Chester
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as paraplanners. Attend local finance-related events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, such as Intellifo and investment platforms like Abrdn and Aviva. Consider taking online courses or tutorials to boost your proficiency, which can set you apart from other candidates.
✨Tip Number 3
Prepare for interviews by practising common paraplanner scenarios, such as how to analyse a client's portfolio or prepare recommendation reports. This will help you demonstrate your analytical skills and attention to detail during the interview process.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance requirements will show your commitment to the role and enhance your credibility as a candidate.
We think you need these skills to ace Paraplanner in Chester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your technical support skills and any specific software you have used, such as Intellifo or investment platforms.
Craft a Compelling Cover Letter:Write a cover letter that showcases your organisational skills and attention to detail. Mention your ability to meet targets and deadlines, and provide examples of how you've effectively communicated with clients or advisers in the past.
Highlight Relevant Qualifications:If you have any qualifications related to financial planning or paraplanning, make sure to mention them. Include any ongoing studies or certifications that demonstrate your commitment to professional development.
Showcase Analytical Skills:In your application, provide examples of how you've used your analytical and numerical skills in previous roles. Discuss any specific calculations or analyses you've performed that relate to the responsibilities of a Paraplanner.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with specific tools like Intellifo, SelectaPension, and others mentioned in the job description.
✨Highlight Your Attention to Detail
This role requires a methodical approach and excellent attention to detail. Use examples from your past work where your organisational skills made a difference, especially in preparing analysis or reports.
✨Demonstrate Effective Communication Skills
Effective communication is key in this role. Prepare to discuss how you've successfully communicated complex information to clients or colleagues in the past, both in writing and verbally.
✨Prepare for Technical Calculations
You may be asked to perform calculations related to income tax, capital gains, or cashflow modelling during the interview. Brush up on these topics and be ready to explain your thought process clearly.
