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Paraplanner - Hybrid/flexible Working
4 weeks ago
The role is available on a hybrid working basis, therefore can offer remote working for part of the week
Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate would ideally be Level 4 Diploma qualified or working towards, with experience in providing technical support in a Financial Planning firm.
Great Progression Opportunities
Annual Pay Review
Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Preparing analysis of the client’s existing portfolio
income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
Regular liaison with product providers, account managers and clients
Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
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Paraplanner - Hybrid/flexible Working
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Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. You will work closely with the Advisory team to design, develop, and implement comprehensive...
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Paraplanner - Hybrid/flexible Working
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. You will work closely with the Advisory team to design, develop, and implement comprehensive...
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Paraplanner - Hybrid/flexible Working
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. You will work closely with the Advisory team to design, develop, and implement comprehensive...
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Paraplanner - Hybrid/flexible Working
3 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. You will work closely with the Advisory team to design, develop, and implement comprehensive...
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Paraplanner - Hybrid/flexible Working
1 week ago
Chester, Cheshire, United Kingdom GCB Recruitment Full time €30,000 - €40,000The role is available on a hybrid working basis, therefore can offer remote working for part of the week Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate would ideally be Level 4 Diploma qualified or working towards, with...
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Paraplanner - Hybrid/flexible Working
1 week ago
Chester, Cheshire, United Kingdom GCB Recruitment Full time €30,000 - €40,000The role is available on a hybrid working basis, therefore can offer remote working for part of the week Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate would ideally be Level 4 Diploma qualified or working towards, with...
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Paraplanner
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Paraplanner (Permanent)
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Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner (Permanent)
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner (Permanent)
3 weeks ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner (Permanent)
1 week ago
Chester, Cheshire, United Kingdom Lime People Search & Select Ltd Full time €38,000Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner
1 week ago
Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner
1 week ago
Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner
4 weeks ago
Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Paraplanner
4 weeks ago
Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to...
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Paraplanner (Permanent)
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Chester, United Kingdom Lime People Search & Select Ltd Full timeOur client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...
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Chester, United Kingdom Lime People Search & Select Ltd Full timeMy client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a...
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Knutsford, Cheshire, United Kingdom Ferguson Dean Full timeA national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...
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Paraplanner
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Knutsford, Cheshire, United Kingdom Ferguson Dean Full timeJob Description A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as...