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Paraplanner
Job Description & How to Apply Below
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!
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