Paraplanner
Chester, Cheshire – Hybrid Working
Salary: £33,000 - £38,000

Chester based Financial Planning firm looking for an experienced Paraplanner to join their growing team. You’ll support advisers with high-quality research, suitability reports, cashflow modelling, and tax analysis, while ensuring compliance with financial regulations.

Responsibilities:

• Prepare suitability reports and manage new business applications.
• Conduct cashflow modelling and tax calculations.
• Liaise with advisers, clients, and providers.
• Support the creation of tailored financial strategies.

Requirements:

• Diploma in Financial Planning (DipPFS) or equivalent (working towards Advanced Diploma desirable).
• Previous paraplanning experience essential.
• Strong attention to detail and communication skills.
• Proficient with financial planning software and Microsoft Office.

What’s on offer:

• Salary from £35,000+, depending on experience.
• Hybrid working (office & home).
• Support with professional qualifications.
• Collaborative team culture with career progression opportunities.

Apply with your CV today and take the next step in your paraplanning career!