Paraplanner

4 weeks ago


chester, United Kingdom Ferguson Dean Full time
Job Description

A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)


Package


  • You will receive excellent salary (£35k- £45k) executive benefits and unrivalled internal prospects.


The company


  • A regional Wealth Management firm in Chester.


Role


  • Undertaking reviews for clients
  • Preparation of reports, both from standard paragraphs and free text
  • Undertaking whole of the market research
  • Working on a collaborative basis with the rest of the team
  • Keeping up to date on market positions and global situations
  • Using cash flow modelling and lifestyle planning as required
  • Working with external DFMs as required
  • Attending client meetings as required


The candidate


  • Diploma Level 4 as a minimum, ideally working towards Chartered
  • Experience of working with HNW and UHNW clients
  • Writing reports and undertaking research.




Next steps


  • Contact via email below for confidential discussion and review of opportunity and process

  • Paraplanner

    2 months ago


    Chester, United Kingdom Ortus PSR Full time

    Exciting Opportunity: Paraplanner in Chester A leading Chartered IFA firm in Chester is on the lookout for an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans and ensuring compliance with...

  • Paraplanner

    2 months ago


    Chester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Chester as a Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and...

  • Paraplanner

    2 months ago


    Chester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Chester as a Paraplanner. Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and...

  • Paraplanner

    5 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our 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...

  • Paraplanner

    3 weeks ago


    Chester, United Kingdom CV-Library Full time

    Our 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...

  • Paraplanner

    5 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our 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...

  • Paraplanner

    4 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our 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...

  • Senior Paraplanner

    3 weeks ago


    Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time

    Senior Paraplanner OpportunityWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at IDEX Consulting Ltd. As a Senior Paraplanner, you will be responsible for providing comprehensive support to our Chartered Financial Planners, ensuring that clients receive the highest quality service.Key Responsibilities:Provide technical...

  • Senior Paraplanner

    3 weeks ago


    Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time

    Senior Paraplanner OpportunityWe are seeking a highly skilled and experienced Senior Paraplanner to join our team at IDEX Consulting Ltd. As a Senior Paraplanner, you will be responsible for providing comprehensive support to our Chartered Financial Planners, ensuring that clients receive the highest quality service.Key Responsibilities:Provide technical...

  • Senior Paraplanner

    1 month ago


    Chester, United Kingdom IDEX CONSULTING LTD Full time

    My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Considering making an application for this job Check all the details in this job description, and then click on Apply.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning...

  • Paraplanner

    4 weeks ago


    chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package You will receive...

  • Paraplanner

    2 months ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    1 month ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package You will receive...

  • Paraplanner

    2 months ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    2 months ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    1 month ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    1 month ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Ready to apply Before you do,...

  • Paraplanner

    1 month ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Ready to apply Before you do,...

  • Paraplanner

    2 weeks ago


    Chester, Cheshire, United Kingdom Eventus Legal Full time

    About 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

    2 weeks ago


    Chester, Cheshire, United Kingdom Eventus Legal Full time

    About 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, offering a range of benefits...