HRGO are currently recruiting for a Paraplanner to join a small team in an established financial planning and wealth management firm offering a wide range of services to private clients, families, and businesses, based in Chester City Centre. In this role, you will work closely with Financial Advisers, providing technical support through research, analysis, and the preparation of detailed financial planning reports. You will play a key part in developing tailored client solutions while ensuring all work meets regulatory standards.
Key Responsibilities:
Support Financial Advisers by preparing comprehensive suitability reports and documentation
Carry out detailed financial analysis and assist in the creation of client financial plans
Conduct research into investment products and financial planning solutions
Prepare and maintain accurate financial planning documentation
Assist in ensuring all recommendations and reports comply with current regulations
Analyse client information to support appropriate and effective advice
Skills & Experience Required:
Strong understanding of financial planning principles, investments, and financial services
Demonstrated ability to analyse complex financial information and produce clear recommendations
High standard of report writing with strong attention to detail
Diploma in Financial Planning (or working towards) or similar professional qualification
Excellent organisational skills with the ability to manage multiple tasks effectively
Strong communication skills, both written and verbal
Experience using financial planning systems and software is beneficial
Minimum of 2 years' experience within financial services
Ability to commute to the Chester office location
If you are interested in this Paraplanner role, please contact Mia at 0151 439 3051 or email Mia.Tong@HRGO.co.uk
