Paraplanner

Location: Outskirts of Chester (Free Parking) Salary: £40,000 – £45,000 (DOE)

Hybrid working available

About the Role

A growing financial planning firm based on the outskirts of Chester is seeking an experienced Paraplanner to join its professional and friendly team. This is an excellent opportunity for a technically strong Paraplanner who enjoys producing high-quality advice support and wants a role that offers flexibility, stability, and long term career development.

You will work closely with Financial Advisers, playing a key role in the end-to-end advice process by providing robust research, suitability reports, and technical support.

Key Responsibilities

• Preparing compliant, high-quality suitability reports and recommendation letters
• Conducting in-depth research across pensions, investments, protection, and retirement planning
• Assisting advisers with client meeting preparation and post-meeting actions
• Analysing client objectives, circumstances, and attitude to risk
• Ensuring all advice meets regulatory and compliance standards
• Liaising with providers and internal teams to support efficient case progression

About You

• Previous experience in a Paraplanner role within a financial planning environment
• Strong technical knowledge of pensions and investments
• Excellent written communication skills with strong attention to detail
• Level 4 Diploma in Financial Planning (or working towards)
• Confident using financial planning and research tools
• Organised, proactive, and comfortable working both independently and as part of a team

How to Apply

If you are a Paraplanner looking for a well-supported role with flexibility and career progression, we would love to hear from you. Please apply with your CV or get in touch for a confidential discussion.

INDPH