Job Title: Paraplanner
Salary: From £35,000+ depending on experience
Overview:
We’re seeking an experienced Paraplanner to contribute to the growth and advancement of our expanding team. The ideal candidate will have a meticulous eye for detail and ability to adapt to evolving financial services regulations. Prior experience within paraplanning is essential. Collaboration and innovation is central to our team dynamic, so the ability to work effectively alongside colleagues and promote business improvement is essential.

Responsibilities:

• Prepare comprehensive suitability reports ensuring accuracy and compliance with regulatory standards.
• Handle new business applications, including data entry and documentation, with meticulous attention to detail.
• Conduct cashflow modelling to assist in financial planning strategies and client recommendations.
• Liaise with key stakeholders including clients, advisers and providers, facilitating effective communication and ensuring seamless workflow.
• Perform tax calculations and analysis to support investment decisions and tax planning strategies.
• Assist in the development of tailored financial strategies.

Requirements:

• Relevant qualifications such as Diploma of Financial Planning (DFP) or Advanced Diploma of Financial Planning (ADFP) required.
• Demonstrable experience in a paraplanning role required.
• Exceptional attention to detail, accuracy and accountability in all aspects of work.
• Proficiency in financial planning software (Cashflows etc) and Microsoft Office Suite.
• Ability to collaborate effectively within a team environment.

Benefits

• Salary from £35,000 depending on experience and qualifications
• Generous bonus structure based on performance
• Workplace Pension
• Private Medical Insurance
• Company Events – Staff Summer and Christmas Parties
• Funding of Diploma of Financial Advice and other qualifications
• Hybrid working model following training period
• Monday to Friday only

The Company
Moneytree Wealth Management is a modern and forward-thinking financial services firm poised for significant growth over the next 18 months. As a result, we are actively seeking to expand our friendly and collaborative team based in Chester. As Strategic Partners within the FTSE 250 Quilter Financial Planning Network, we are committed to innovation, professionalism and client satisfaction by delivering an excellent service to our clients, helping them to achieve their personal financial goals.
Job Types: Full-time, Permanent
Pay: From £35,000.00 per year

Benefits:

• Company events
• Company pension
• Flexitime
• Private medical insurance
• Sick pay
• Work from home

Application question(s):

• What key skills and experience make you a strong paraplanner?

Experience:

• Paraplanning: 1 year (required)

Work Location: Hybrid remote in Chester CH1 1R

• Prepare comprehensive suitability reports ensuring accuracy and compliance with regulatory standards.
• Handle new business applications, including data entry and documentation, with meticulous attention to detail.
• Conduct cashflow modelling to assist in financial planning strategies and client recommendations.
• Liaise with key stakeholders including clients, advisers and providers, facilitating effective communication and ensuring seamless workflow.
• Perform tax calculations and analysis to support investment decisions and tax planning strategies.
• Assist in the development of tailored financial strategies