Paraplanner

Paraplanner - Chester, North West England

Ref: 1918Tuesday 3 June 2025

Level 4 Qualified Paraplanner | Up to £45,000 | Hybrid Working (3 Days Office-Based – Chester)


Join a fast-growing, highly respected financial planning firm and take your paraplanning career to the next level.

Are you a Diploma-qualified Paraplanner seeking your next challenge in a firm that truly values your expertise? This is an outstanding opportunity to join a dynamic, client-focused wealth management business offering structured career development, flexible hybrid working, and a commitment to technical excellence.

Based in modern offices in Chester, this role is perfect for a technically capable professional looking to contribute to a high-performing advisory team and continue progressing towards Chartered status in a supportive and collaborative environment.

 

Why This Opportunity Stands Out

  • Salary up to £45,000 depending on experience
  • Hybrid working model – 3 days in the office, 2 from home (post-training)
  • Full support towards Chartered Financial Planner status
  • Be part of a well-established, fast-growing firm with long-term progression
  • Inclusive, team-oriented culture with emphasis on development and quality

 

What You’ll Be Doing

As a Paraplanner, you'll be a key part of the financial planning process, working alongside advisers to deliver tailored solutions to a broad range of clients. Your responsibilities will include:

  • Preparing high-quality suitability reports and investment proposals
  • Conducting in-depth technical research across pensions, investments, tax, protection, and estate planning
  • Utilising tools such as Intelliflo Office and Genovo to model scenarios and produce documentation
  • Reviewing client fact-finds, objectives, and existing arrangements to develop appropriate strategies
  • Ensuring full FCA compliance and maintaining accurate client records
  • Keeping abreast of industry changes, product developments and regulatory updates

 

What You’ll Need to Succeed

Essential Qualifications:

  • Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
  • Commitment to continued professional development – support provided for Chartered status

Experience and Skills:

  • Strong working knowledge of UK pensions, investments, IHT, and personal taxation
  • Experience within an IFA, wealth management or financial planning environment
  • Ability to interpret financial data, perform basic tax calculations, and assess client needs
  • Proficiency in Microsoft Office and experience using financial planning software (e.g. Intelliflo, Genovo)
  • Strong communication skills and ability to work collaboratively in a team setting

 

What’s In It for You

  • Competitive salary up to £45,000 (DOE)
  • Hybrid working – 3 days office-based in Chester
  • Study support for advanced qualifications (e.g. Chartered status)
  • A clear career pathway within a growing, forward-thinking firm
  • Inclusive and team-driven culture with regular development check-ins
  • Pension, holiday allowance, and additional company benefits

 

If you're ready to elevate your paraplanning career in a professional environment that values technical excellence and personal growth, apply now to explore this exciting opportunity.

              

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