Paraplanner

Paraplanner - Wealth Management

Location: Chester

Employment Type: Full-time, Permanent

Salary: Up to £45,000

Reference Number: 10061

About the Role

We’re looking for a Paraplanner (or junior Paraplanner) to join a well-established and forward-thinking wealth management team in Chester
. This is a fantastic opportunity for someone who is passionate about financial planning, thrives on technical work, and finds genuine satisfaction in supporting high-quality advice to clients.

You’ll work closely with Financial Planners and the wider team to deliver outstanding service, with the opportunity to grow your technical expertise and make a lasting impact within a collaborative and values-driven firm.

• Preparing detailed and compliant suitability reports tailored to client objectives
• Supporting the advice process by researching and analysing financial planning solutions
• Assisting in the preparation of client meetings, including reviews and onboarding
• Collaborating with advisers to construct robust, tax-efficient financial strategies
• Keeping up to date with regulatory and product changes
• Playing an active role in continuous improvement of processes and client service

Must-Have:

• Paraplanning experience
• Excellent attention to detail and analytical thinking
• Exceptional written and verbal communication skills

Nice to have:

• Working towards or achieved Level 4 Diploma
• Experience working in an IFA firm

• Starting salary of up to £42,000
• Flexible/hybrid working arrangements available
• 25 days holiday + bank holidays and additional wellbeing days
• A team culture that recognises the importance of work-life balance
• The opportunity to make a real difference in clients’ lives behind the scenes

To apply, please send across your CV.