Current jobs related to Paraplanner - Chester, Cheshire - Idex
-
Paraplanner
3 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis. Our team is known for its impressive team spirit and supportive working environment, making it a great place to work.Key...
-
Paraplanner
3 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis. Our team is known for its impressive team spirit and supportive working environment, making it a great place to work.Key...
-
Paraplanner - Financial Planning Specialist
2 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join a well-established and successful firm on a permanent full-time basis.Key ResponsibilitiesSupport Financial Advisers in providing, implementing, and reviewing strategies and advice to...
-
Paraplanning Professional
3 weeks ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...
-
Paraplanning Professional
3 weeks ago
Chester, Cheshire, United Kingdom ARC Full timeParaplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job DescriptionLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Chester. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing comprehensive financial plans to clients.Key Responsibilities:Client Portfolio Analysis: Prepare detailed analysis of clients' existing portfolios to...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeParaplanner Job DescriptionLime People Search & Select Ltd is seeking a skilled Paraplanner to join our team in Chester. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing comprehensive financial plans to clients.Key Responsibilities:Client Portfolio Analysis: Prepare detailed analysis of clients' existing portfolios to...
-
Financial Support Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a vital role in supporting our advisors by providing high-quality financial reports and research.Key ResponsibilitiesAssist in the preparation of detailed financial reports and researchWork closely with our advisors to ensure seamless...
-
Financial Support Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a vital role in supporting our advisors by providing high-quality financial reports and research.Key ResponsibilitiesAssist in the preparation of detailed financial reports and researchWork closely with our advisors to ensure seamless...
-
Financial Support Specialist
1 month ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeAbout the RoleWe are seeking a skilled Paraplanner to join our team at Puro Accountancy. As a Paraplanner, you will play a crucial role in supporting our advisors by providing high-quality financial reports and research.Key ResponsibilitiesProvide detailed financial reports and research to support our advisorsWork closely with the wider team to ensure...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom GCB Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our client's team in Chester. This is a hybrid working role, offering flexibility and work-life balance.Our client is a highly successful and expanding practice, providing a professional and friendly working environment. The successful candidate will work closely with a team of...
-
Paraplanning Professional
2 weeks ago
Chester, Cheshire, United Kingdom Close Brothers Group Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Close Brothers Asset Management. As a Paraplanner, you will play a crucial role in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Collaborate with Advisers to discuss client objectives and identify any shortfalls in client...
-
Paraplanning Professional
2 weeks ago
Chester, Cheshire, United Kingdom Close Brothers Group Full timeParaplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Close Brothers Asset Management. As a Paraplanner, you will play a crucial role in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Collaborate with Advisers to discuss client objectives and identify any shortfalls in client...
-
Financial Planning Assistant
4 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis.About the RoleThe role of Paraplanner is to support our Financial Advisers in providing, implementing and...
-
Financial Planning Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Eventus Legal Full timeJob Title: ParaplannerWe are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis.About the RoleThe role of Paraplanner is to support our Financial Advisers in providing, implementing and...
-
Financial Planning Assistant
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full timeWe are seeking a skilled Paraplanner to provide technical support to our Advisory team at Lime People Search & Select Ltd. The successful candidate will work closely with our Advisers to design, develop, and implement comprehensive financial plans that meet our clients' needs.Key Responsibilities:Prepare analysis of clients' existing portfoliosProvide...
-
Financial Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeJob OverviewPuro Accountancy is seeking a skilled Paraplanner to join their team in Chester. As a key member of the team, you will provide high-quality financial reports and research to support clients in making informed decisions about their financial futures.Key ResponsibilitiesSupport a small team of advisors in delivering financial advice and...
-
Financial Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Puro Accountancy Full timeJob OverviewPuro Accountancy is seeking a skilled Paraplanner to join their team in Chester. As a key member of the team, you will provide high-quality financial reports and research to support clients in making informed decisions about their financial futures.Key ResponsibilitiesSupport a small team of advisors in delivering financial advice and...
-
Financial Planning Assistant
3 weeks ago
Chester, Cheshire, United Kingdom GCB Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our client's team, a highly successful and expanding practice in the Chester area. The role offers a hybrid working arrangement, allowing for remote work on certain days.Our client provides an excellent working environment, where you will collaborate with a team of paraplanners. The...
-
Financial Planning Assistant
3 weeks ago
Chester, Cheshire, United Kingdom GCB Recruitment Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our client's team, a highly successful and expanding practice in the Chester area. The role offers a hybrid working arrangement, allowing for remote work on certain days.Our client provides an excellent working environment, where you will collaborate with a team of paraplanners. The...
Paraplanner
3 months ago
A national wealth management firm are on the lookout for a diploma qualified Paraplanner to join their busy team.
Reporting to the Chester Office, this role will be a home-base contract but with the expectation of being available to visit the office twice a month, and so the successful candidate needs to be commutable to the Chester office.
Working directly with 1 Financial Planner and 1 Administrator, responsibilities include;
- Prepare draft recommendation reports to be discussed and signed off by the Advisor
- Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Advisor
- Request and review all necessary information and undertake financial analysis to produce financial reports
- Undertake research to identify suitable solutions to meet the client's needs
The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration.
Support for further qualifications are also available.
The successful candidate
- Level 4 diploma qualified
- Recent and relevant experience within a Paraplanning capacity
- A self-starter and strong communicator
For more information please contact Graeme Hyland on or email
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
