Paraplanning Professional

4 days ago

Chester, Cheshire, United Kingdom ARC Full time
Paraplanner Role

Opportunity for a skilled Paraplanner to join our team at ARC, a specialist in Financial Services recruitment. This role is ideal for someone looking to develop their skills and experience in a dynamic and growing business.

About the Role
  • Work closely with Advisers to develop client financial plans and perform periodic reviews to identify potential planning needs.
  • Prepare suitability reports, write recommendations, and administer fund switches and portfolio rebalances.
  • Process new business applications, case manage to completion, and complete compliance documentation as necessary.
Requirements
  • At least 2 years of paraplanning experience in an IFA/Wealth Management environment, ideally Level 4 Qualified.
  • Strong MS Office skills, confident communication, and a professional approach.
  • Ability to learn and develop further in a fast-paced environment.
What We Offer
  • Salary: £38,000 - £45,000 + generous company pension contribution, PMI benefits, and study support.
  • Opportunity to work with a highly personalised financial planning service, focusing on pensions, IHT, and investment portfolios.

ARC is a specialist recruitment agency with over 30 years of experience in Financial Services. Our Consultant handling this role has extensive knowledge of the industry and can provide valuable guidance and support.

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