Paraplanner

Location: Cheshire West and Chester

Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ

Note:

for a Chartered Financial Paraplanner a salary of up to £50K.

Imagine working in a role where your skills truly shape financial futures—and you still get home on time.

At Cestrian Financial Planning, we’re proud to offer just that. We’re a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We’re now looking for an experienced Paraplanner to join our welcoming team.

The role

Looking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you’ll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations—making a genuine difference to our clients’ financial wellbeing.

What will you be doing?

Writing suitability reports that give clients clarity and confidence in their choices
Researching products and platforms to find real-world solutions for pensions, investments, and protection
Organising and managing client files so everything is FCA-compliant and audit-ready
Preparing accurate documents like illustrations and application forms, so our advice is clear and actionable
Liaising with clients and providers to keep advice moving and issues resolved
Joining adviser meetings when needed and staying up to speed with changes in the financial world
About our company

We’re based in central Chester, in a supportive, close-knit office. We take pride in doing things properly—not rushing through tick-box advice. Our clients value that, and we value our people just as much.

What’s in it for you?

Twice-yearly bonus opportunities
Fully funded support for further exams, plus bonuses for passing
25 days holiday plus Bank Holidays
Contributory pension scheme
Cycle to work scheme
Ongoing development and access to professional events
The person

We’d love to hear from you if you:

Hold (or are working towards) the Level 4 Diploma in Financial Planning
Have experience in an independent financial advisory setting
Are confident in your analysis and written communication
Understand pensions, investments, mortgages, and protection products
Have used FE Analytics, Xplan, and platforms like Aberdeen or Quilter
Work with real care and enjoy being part of a team that supports one another
What’s next

Ready to take your paraplanning career somewhere that respects your time and talent? Apply now and see how far you can go with Cestrian Financial Planning