Paraplanner – Chester
Salary: £35,000 to £45,000 depending on experience (ideally £35,000 to £40,000, with flexibility for highly experienced and qualified candidates)
Hours: Full-time
Location: Chester (Hybrid working available)
Our client is a fast-growing financial planning firm with a close-knit team of six. As they continue to expand, they are seeking an experienced Paraplanner who is committed to a long-term career in Paraplanning. This is an excellent opportunity to join a supportive, progressive business where your technical expertise and development truly matter.
About the Role
The successful candidate will play an integral part in delivering high-quality financial planning support. You will work directly with advisers and administrators to produce detailed technical work, research, and compliant reports that help deliver exceptional client outcomes.
Key Responsibilities
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Conduct thorough research and analysis across pensions, investments, protection, tax and estate planning
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Prepare clear, accurate and well-structured suitability reports
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Collaborate with advisers to refine client objectives and develop comprehensive strategies
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Support cashflow modelling and scenario planning
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Ensure all documentation is compliant and meets regulatory standards
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Provide technical input and help enhance internal advice processes
About You
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Demonstrable experience in a Paraplanner role within financial planning or wealth management
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Ideally Level 4 Diploma qualified, or actively working towards it
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Strong technical knowledge across pensions, investments and taxation
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Excellent written communication, analytical skills and attention to detail
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Highly organised and proactive, with a commitment to producing work of a high standard
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Confident using financial planning software such as Voyant, CashCalc or FE Analytics
What Our Client Offers
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Salary between £35,000 and £45,000 depending on experience and qualifications
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Full support for exams, study materials and further professional development from Diploma level and beyond
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A friendly, growing team environment with genuine career stability
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Hybrid working options following probation
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A role with autonomy and the opportunity to help shape processes as the business expands
How to Apply
If you are an experienced Paraplanner seeking a long-term role within a dynamic, supportive firm, we would be delighted to hear from you. Please send your CV and a short cover note to [insert contact details].
Sector:
- Financial Services
- Financial Planning
