Paraplanner

Paraplanner

Location: Chester
Salary: Up to £46,000 per annum
Job Type: Full-time, Permanent

I am currently working with a well-established and highly regarded financial planning firm that is looking to recruit an experienced Paraplanner to join their growing team in Chester.
This is an excellent opportunity for a technically strong paraplanner who enjoys producing high-quality advice and working closely with advisers to deliver bespoke wealth management solutions.

The Role As a Paraplanner, you will play a key role in supporting Financial Planners by providing detailed technical analysis and high-quality client documentation. Your responsibilities will include:

• Preparing comprehensive financial plans, cashflow modelling, suitability reports and client recommendations
• Conducting in-depth research on financial products, investments, pensions and tax planning solutions
• Assisting advisers with client meeting preparation, including meeting packs and supporting documentation
• Ensuring all advice and reports meet regulatory requirements and internal compliance standards
• Liaising with clients and product providers to gather information and maintain smooth communication
• Supporting the wider advice process to ensure an excellent client experience

What s on Offer

• Salary up to £46,000, depending on experience
• Supportive and collaborative working environment
• Opportunity to work with experienced advisers and contribute to business growth
• Strong focus on professional development and long-term career progression

Benefits Include:

• Additional leave
• Company pension
• Private medical insurance
• Life insurance
• Sick pay
• Free on-site parking
• Employee discounts
• Referral programme
• Financial planning services

If you are an experienced paraplanner looking for your next opportunity in Chester, please apply.