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- Tasks: Support advisers with research, reports, and financial strategies.
- Company: Chester-based financial planning firm with a collaborative culture.
- Benefits: Salary from £35,000+, hybrid working, and support for professional qualifications.
- Why this job: Join a growing team and make a real impact in financial planning.
- Qualifications: Diploma in Financial Planning and previous paraplanning experience required.
- Other info: Great career progression opportunities in a dynamic environment.
The predicted salary is between 33000 - 38000 £ per year.
Chester based Financial Planning firm looking for an experienced Paraplanner to join their growing team. You’ll support advisers with high-quality research, suitability reports, cashflow modelling, and tax analysis, while ensuring compliance with financial regulations.
Responsibilities:
- Prepare suitability reports and manage new business applications.
- Conduct cashflow modelling and tax calculations.
- Liaise with advisers, clients, and providers.
- Support the creation of tailored financial strategies.
Requirements:
- Diploma in Financial Planning (DipPFS) or equivalent (working towards Advanced Diploma desirable).
- Previous paraplanning experience essential.
- Strong attention to detail and communication skills.
- Proficient with financial planning software and Microsoft Office.
What’s on offer:
- Salary from £35,000+, depending on experience.
- Hybrid working (office & home).
- Support with professional qualifications.
- Collaborative team culture with career progression opportunities.
Apply with your CV today and take the next step in your paraplanning career!
Paraplanner in Chester employer: Prestige Recruitment Group
Contact Detail:
Prestige Recruitment Group 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 planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and soft skills. Be ready to discuss your experience with suitability reports and cashflow modelling, as well as how you ensure compliance with regulations.
✨Tip Number 3
Showcase your skills! If you’ve got experience with financial planning software, make sure to highlight that in conversations. We want to see how you can bring value to our team right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get your application noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise in financial planning!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: As a paraplanner, attention to detail is key. Make sure your application is free from typos and errors. We appreciate a polished application that reflects your commitment to quality work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Prestige Recruitment Group
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability reports and cashflow modelling. Familiarise yourself with the latest regulations and software tools that are commonly used in the industry.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning roles that highlight your attention to detail and communication skills. Be ready to discuss how you've successfully supported advisers and clients in the past.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. This could be about the firm's approach to financial strategies or how they support professional development. It shows you're genuinely interested and engaged.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to get comfortable with common interview questions. Focus on articulating your thoughts clearly and confidently, especially when discussing technical aspects of paraplanning.
