Closing date
11 Jun 2022
Paraplanner - Chester - Salary up to £37,000 plus Company Benefits and Annual Bonus

MBF Recruitment are currently working with a Chester based firm of Independent Financial Advisors who are searching for an experienced Paraplanner to join their team.

The company is a small but well established and successful Wealth Management business with two offices in Cheshire. They specialise in providing wealth management and financial planning services to HNW private clients.

The role:

Directly reporting to the Head of Research, you will be responsible for providing technical support to the company's Financial Planner's
  • Preparing and compiling financial analysis data
  • Analysing Client data and preparing cash flow analyses
  • Researching products to support recommendations
  • Compiling financial planning recommendations and suitability reports
  • Ensuring that all Client requirements are followed through to the appropriate conclusion
  • Managing, recording and monitoring Client annual reviews
  • Assisting the Financial Planners with Client presentations
  • Assisting the Head of Research with annual technical reviews of services and products.

  • Candidates should be experienced Paraplanners with strong report writing & research skills
  • You should be Diploma qualified or studying towards

On offer:
  • Competitive basic salary of up to £37,000
  • Company benefits package including; 5% Pension, holiday allowance and annual bonus of up to 1 month's salary
  • Flexble working will be considered although ideally this is an office based role

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