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- Tasks: Support financial advisers by preparing detailed client analyses and recommendations.
- Company: Chartered Independent Financial Adviser firm in Chester with a focus on client success.
- Benefits: Competitive salary, flexible working, training opportunities, and social events.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning, strong analytical skills, and proficiency in MS Office.
- Other info: Excellent career progression and full sponsorship for financial advice qualifications.
The predicted salary is between 28000 - 36000 £ per year.
We are recruiting on behalf of a Chartered Independent Financial Adviser firm in Chester, dedicated to providing clients with expert guidance and support to achieve their financial goals.
The Job: As a Paraplanner, you will play a key role in supporting Advisers and delivering high-quality client solutions. Your responsibilities will include:
- Preparing detailed analysis of clients’ existing portfolios
- Providing technical support to Advisers
- Completing calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance, carry forward, chargeable gains, and cashflow modelling
- Working closely with Advisers to research and formulate appropriate recommendations
- Preparing Recommendation Reports and supporting documentation
- Ensuring full adherence to compliance procedures, core values, and high standards of client service
- Liaising regularly with product providers, account managers, and clients
- Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and support personal development
The Candidate: The ideal candidate will thrive on translating complex financial information into clear, actionable advice for clients. We are looking for someone who is:
- Experienced in an Independent Financial Adviser practice, with several years of paraplanning experience preferred
- Organised, methodical, and able to prioritise workloads effectively
- Highly attentive to detail with strong numerical and analytical skills
- A strong team player with excellent communication skills
- Proficient in MS Office – Word, Excel, Outlook
- Experienced with Intelliflo (IO) back-office system (advantageous)
- Investment platforms such as Abrdn, Aviva, Aegon RO qualifications are desirable but not essential if substantial paraplanning experience can be demonstrated
The Package:
- Competitive salary, dependent on experience
- 20 days holiday + bank holidays
- Annual salary review with performance-related pay increases
- Working hours: 9:00am – 5:30pm, with access to flexible working when required
- Group pension scheme
- Excellent training and career progression opportunities, including internal and external training programmes
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Access to free financial advice and support
- Cycle to Work Scheme
- Company social events
If you are an experienced paraplanner looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.
Paraplanner in Chester employer: Modus Talent
Contact Detail:
Modus Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss tax calculations, compliance procedures, and client solutions. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Tailor your approach! When you find a job that excites you, research the company and align your skills with their needs. Show them how your experience as a paraplanner makes you the perfect fit for their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always on the lookout for talented individuals like you to join our network!
We think you need these skills to ace Paraplanner in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your paraplanning experience and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past work to show how you've successfully supported Advisers and delivered client solutions. This will help us see you in action.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured information that’s easy to read. Remember, attention to detail is key in this role!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any updates from our recruitment team!
How to prepare for a job interview at Modus Talent
✨Know Your Numbers
As a Paraplanner, you'll be dealing with complex calculations like income tax and capital gains tax. Brush up on these topics before your interview. Being able to discuss them confidently will show that you’re not just familiar with the concepts but can also apply them practically.
✨Research the Firm
Take some time to understand the Chartered Independent Financial Adviser firm you're interviewing with. Familiarise yourself with their core values and client approach. This will help you tailor your answers and demonstrate that you’re genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or compliance issues. Think of examples from your past experience where you successfully navigated similar challenges. This will highlight your problem-solving skills and attention to detail.
✨Showcase Your Team Spirit
Being a strong team player is crucial in this role. Be ready to share examples of how you've collaborated with advisers or other team members in the past. Highlighting your communication skills and ability to work well with others will make you stand out as a candidate.
