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Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: Strong expertise in Financial Planning and profound knowledge of Finance and Investments. Proven analytical skills to evaluate complex financial data and create strategic recommendations. Proficiency in report writing with attention to detail and clarity. Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications. Strong organizational and time management skills. Excellent written and verbal communication skills. Proficiency in financial software and tools is advantageous.c272c101-f45c-4783-b4a0-50ad222b87c0

Paraplanner Company Description Our client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses. Headquartered in Chester, the firm emphasizes delivering tailored strategies to help clients achieve their financial goals. With a commitment to excellence and client-centric service, our client supports long-term wealth building and preservation. The firm fosters a culture of collaboration, innovation, and trust within an ever-evolving financial landscape. Role Description This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financial plans. Additional responsibilities include conducting investment research, preparing financial planning documents, and ensuring compliance with relevant regulations. The chosen candidate will also be responsible for meeting Business Development Managers and helping the company build and evolve their investment processes. Qualifications: • Strong expertise in Financial Planning and profound knowledge of Finance and Investments., • Proven analytical skills to evaluate complex financial data and create strategic recommendations., • Proficiency in report writing with attention to detail and clarity., • Relevant qualifications such as a Diploma in Financial Planning or progress toward financial certifications., • Strong organizational and time management skills., • Excellent written and verbal communication skills., • Proficiency in financial software and tools is advantageous.

In this role, you will work closely with Financial Advisers, providing technical support through research, analysis, and the preparation of detailed financial planning reports. HRGO are currently recruiting for a Paraplanner to join a small team in an established financial planning and wealth manage

An established industry player is seeking a talented Paraplanner to join their team in Chester.In this pivotal role, you will support Financial Planners by creating detailed financial planning reports and conducting in-depth research on financial strategies and products.The position offers a hybrid

Type of Position: Paraplanner - Chester.Our client is looking for a talented Paraplanner to join their team.As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.O

Technical Paraplanner Permanent, Full-Time Chester £35,000 – £45,000 per annum Here is an opportunity to become an integral part of a local IFA firm and develop your career. As a Technical Paraplanner for the Managing Director, as well as standard research and report writing, you will be responsible for speaking to providers and portfolio management companies to evaluate ongoing suitability and how the company should evolve its financial planning advice in the future. We are looking for a technical Paraplanner who enjoys research, not just a report writer. You will be at least Diploma Qualified and have experience working as a Paraplanner for a financial services company. The role is predominantly office based, as you will be working closely with the Managing Director, attending appointments with clients and directing the administrators

My 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 Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm. Specifically you'll be responsible for: * Preparing analysis of client’s existing portfolio * Provision of technical support to Advisers * Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.) * Working closely with the Adviser to research and formulate appropriate advice * Preparation of Recommendation Reports and supplementary documentation * Adherence to Innes Reid’s compliance procedures, core values and high standards of client service * 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 We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon

Our client based in Chester City Centre (Hybrid) requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products. • CII PFS diploma qualified or equivalent, • A Paraplanner background in Financial Services, • Excellent numeracy and literacy skills, • Ideally educated to A-level standard, or equivalent

Paraplanner Paraplanner - £35,000 - £45,000 - Chester We are recruiting on behalf of a Chartered Independent Financial Adviser firm in Chester, dedicated to providing clients with expert guidance and support to achieve their financial goals. The Job: As a Paraplanner, you will play a key role in supporting Advisers and delivering high-quality client solutions. Your responsibilities will include: - Preparing detailed analysis of clients’ existing portfolios - Providing technical support to Advisers - Completing calculations such as income tax, inheritance tax, capital gains tax, lifetime allowance, pension annual allowance, carry forward, chargeable gains, and cashflow modelling - Working closely with Advisers to research and formulate appropriate recommendations - Preparing Recommendation Reports and supporting documentation - Ensuring full adherence to compliance procedures, core values, and high standards of client service - Liaising regularly with product providers, account managers, and clients - Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and support personal development The Candidate: The ideal candidate will thrive on translating complex financial information into clear, actionable advice for clients. We are looking for someone who is: - Experienced in an Independent Financial Adviser practice, with several years of paraplanning experience preferred - Organised, methodical, and able to prioritise workloads effectively - Highly attentive to detail with strong numerical and analytical skills - A strong team player with excellent communication skills - Proficient in MS Office – Word, Excel, Outlook - Experienced with Intelliflo (IO) back-office system (advantageous). - Investment platforms such as Abrdn, Aviva, Aegon RO qualifications are desirable but not essential if substantial paraplanning experience can be demonstrated. The Package: - Competitive salary, dependent on experience - 20 days holiday + bank holidays - Annual salary review with performance-related pay increases - Working hours: 9:00am – 5:30pm, with access to flexible working when required - Group pension scheme - Excellent training and career progression opportunities, including internal and external training programmes - Full sponsorship for financial advice qualifications - Study days for relevant examinations - Access to free financial advice and support - Cycle to Work Scheme - Company social events If you are an experienced paraplanner looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further. Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn. Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies. Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates. To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation

Conduct detailed research across investments, pensions, protection and financial planning solutions. Strong analytical and research skills. Please contact Sam at Financial Divisions.

The role involves preparing financial planning reports for clients, supporting financial advisers, and conducting detailed research on clients' needs. A financial services company is seeking a Paraplanner for its Uckfield office. The ideal candidate should have experience in financial advice and pos

They will have experience analysing and researching the financial and/or macroeconomic consequences of climate change and the green transition, and will possess advanced quantitative research skills, for example in climate stress testing, risk modelling or scenario analysis. CETEx is seeking to appo

In this role, you will prepare detailed financial planning reports, conduct research on financial products, and assist Advisers with client reviews. A well-established financial services company in the UK is looking for experienced Paraplanners. Ideal candidates should have experience in a Financial

They will have experience analysing and researching the financial and/or macroeconomic consequences of climate change and the green transition, and will possess advanced quantitative research skills, for example in climate stress testing, risk modelling or scenario analysis. CETEx is seeking to appo

A global research firm is seeking a Head of Financial Services Research to build and manage client relationships across the financial services sector, including banks and fintech. The role requires a leader with strong research knowledge and the ability to direct and develop a high-performing team.

This permanent, full-time position requires strong research skills and experience in the financial services industry, along with a Diploma qualification. A local IFA firm is seeking a Technical Paraplanner to support the Managing Director and enhance financial planning advice.

The Financial Markets Group (FMG) at the London School of Economics and Political Science invites applications for a Research Assistant to join the LSE Financial Opportunities Programme. The Programme conducts cutting‑edge research aimed at improving understanding of household and consumer financi

Head of Financial Services Research - global full-service research business. You will have a highly developed research & insight knowledge, gained within the financial services clients field, as well as management capability. Our client seeks a senior leader to build and maintain existing and new pi

Qube Research & Technologies (QRT) is a global quantitative and systematic investment manager, operating in all liquid asset classes across the world. Combining data, research, technology, and trading expertise has shaped our collaborative mindset, which enables us to solve the most complex challeng

A leading global financial services firm is seeking a Research Associate to join their European Emerging Markets and Asia Pacific Equity Research team. The role involves preparing financial models and reports, assisting in investment insights, and collaborating with portfolio managers. Ideal candida

European Utilities research franchise. Proven financial modelling expertise, with the ability to independently build and maintain complex models. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth an

A leading financial services PR agency is seeking a Comms Analyst to develop media relations skills and contribute to client projects. Interest in finance and financial news is important.

A financial intelligence firm located in Greater London is looking for an analytical individual to track and analyze corporate events and public company news. Responsibilities include extracting key information from public sources and contributing to research efficiencies. Familiarity with Python or

A leading financial services company in Greater London is seeking a Senior Implementation Specialist. The role focuses on configuring financial data solutions, working closely with clients to ensure they receive optimal value from their subscriptions.

A prestigious university in London is seeking a Research Officer in Monetary and Financial Markets to contribute to sustainable economic research. The role involves leading long-term projects and conducting essential analysis on financial policies for the low-carbon transition. Candidates should be

In this permanent, full-time role, you'll conduct research and report writing, assess ongoing suitability with providers, and manage the company's financial planning advice. A local financial services firm in Chester seeks a Technical Paraplanner to work closely with the Managing Director.

We are looking for an Analyst to join our Financial Services Research and Insights team in London, with a focus on the banking and payments sector. Have at least 2 years of professional experience either within research/insights role, or in the financial services industry. This includes conducting p

A leading investment firm in the United Kingdom seeks a driven individual to support Associates and Principals with market research and financial analysis. The candidate will prepare insightful presentations, analyze historical data, and assist in the creation of financial models for potential inves

A global financial services company in Greater London is seeking a Financial Accountant to manage intercompany billing, cash flow, and group reporting.

A boutique Chartered Financial Planning firm in the UK seeks a Research Analyst to support advisers with research and analysis. The ideal candidate has 2-3 years in financial planning, is degree educated, and is working towards a Level 4 Diploma in Financial Planning. Key responsibilities include co

You will support Financial Advisers by producing high-quality research and suitability reports. A financial planning firm in Liverpool City Centre is looking for an experienced Paraplanner.

Head of Financial Services Research - Global Full Service Research Business London / hybrid c. You will have a highly developed research & insight knowledge, gained within the financial services clients field, as well as management capability. Job Spec: Our client seeks a senior leader to build and

A financial services firm in Leicester is looking for an experienced Paraplanner to provide technical support for financial planning consultants. Candidates should have at least 2 years of experience in report writing and be knowledgeable in key financial planning areas. The role involves researchin

A financial consulting firm in Chester is looking for a Paraplanner to support their Financial Planners and Investment Managers. The role involves performing research, calculations, and preparing detailed reports with a strong emphasis on attention to detail. Candidates should have a CII PFS diploma

A global research firm in the United Kingdom is seeking a Head of Financial Services Research to drive growth and manage client relationships across the financial sector. The ideal candidate will have extensive knowledge in research and insight, as well as a proven track record in management within

A financial services company in the Greater London area is seeking to hire a Paraplanner to support Advisers in financial analysis and client servicing. Responsibilities include drafting recommendations, conducting financial research, and ensuring compliance with internal procedures. Candidates shou

A global investment banking firm is seeking a Senior Associate to join its European utilities research team in London. This role involves leading the coverage of utility stocks, developing financial models, and engaging with clients. Ideal candidates have 3-4 years of relevant experience in equity r

A prestigious research fellowship is seeking qualified candidates for a fully remote opportunity involving high-impact financial projects with AI applications. The role includes collaboration on AI-driven research, financial modeling, and professional development within a supportive network.

If you’re a natural when it comes to connecting with people – building relationships and understanding their needs – you could be a great fit for a Sales Advisor role with EE.At EE, we’re harnessing the power of technology to bring people together and change their lives for the better.Join o

INTERNAL APPLICANTS MUST APPLY VIA MYSELF.This vacancy is internal and open to applications from employees of North Lanarkshire Council and Associated Employers* only.The "Apply now" button is not activated for this role.Please log into your MySelf account for further instructions on how to apply as

Business Analyst Kent - Hybrid (3 days on-site) Competitive Salary + Bonus.VIQU have partnered with a leading organisation seeking an experienced Business Analyst to join their Portfolio and Technical Initiatives team.This is a customer-facing role for a confident BA who can own the end-to-end lifec

Own the financial performance of the programme. Translate complex financial data into clear, actionable insight. FP&A, or financial governance within delivery environments.

A brand-new opportunity for a Business Support Data Analyst to work for a long-running and innovative company in North Lincolnshire.This is a temporary contract role for an initial 12 months (to be reviewed annually thereafter).This role delivers essential Data Analyst and Administrative Support wit

Until May Half Term, with potential to extend to the end of the academic year.This is an excellent opportunity to join a highly successful and well-regarded secondary school with a strong reputation for high standards and a supportive working culture.Excellent organisational skills and the ability t

Producing pricing simulations and financial analysis to support business decision-making.

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies. Most research studies are conducted remotely at home, though some may be in-person.

We are recruiting for a permanent German & English Bilingual Customer Service Advisor to speak both German and English.Main Purpose of Customer Service Advisor role:.Responding to English and German emails, answering English and German calls,.Dealing with customer quires on our system and translatin