Paraplanner

Regional Recruitment Services; Chester; On-site; GBP 37,800 - 46,200; Full time

Benefits offered by this job

Pension and benefits package

Job summary

A leading financial advisory firm based in Chester is seeking an experienced Paraplanner to support their Chartered Financial Planners. In this full-time, permanent role, you will play a vital part in preparing suitability reports and conducting in-depth research on financial products. The ideal candidate will have a Level 4 Diploma in Financial Planning and extensive experience in the financial advisory sector. This position offers a salary of up to £42,000 plus benefits, in a supportive environment focused on quality client service.

Qualifications

• Proven experience in a financial advisory environment.
• Strong technical knowledge of financial products.
• Ability to prepare suitability reports.

Responsibilities

• Prepare suitability reports for clients.
• Conduct product and market research.
• Liaise with clients and providers effectively.

Skills

Financial planning

Client liaison

Technical knowledge of pensions

Technical knowledge of investments

Technical knowledge of mortgages

Education

Level 4 Diploma in Financial Planning

Tools

XPLAN

FE Analytics

Wrap platforms

Job description

Paraplanner

Full-Time, Permanent

Salary: Up to £42,000 + Benefits

Location: Chester

Our client is a well-established, chartered independent financial advisory practice with a long-standing history in the market. The firm is known for delivering high-quality, ethical financial planning, with a strong focus on acting in clients’ best interests.

About the role

This is an opportunity to join a professional and collaborative team supporting Chartered Financial Planners within an established independent advisory firm. As an experienced Paraplanner, you will play a key role in delivering high-quality financial planning solutions in a supportive and growth-oriented environment.

Key Responsibilities

• Preparation of suitability reports across investments, pensions, and protection
• Research into products, funds, mortgages, and protection solutions
• Use of wrap and investment platforms
• Preparation of illustrations, product documentation, and applications
• Liaison with clients and providers as required

Requirements

• Level 4 Diploma in Financial Planning (or equivalent)
• Experience within an independent financial advisory environment
• Strong technical knowledge of pensions, investments, mortgages, and protection
• Experience with wrap platforms, FE Analytics, and XPLAN preferred
• Pension and benefits package

If you’re a proactive, skilled professional looking to take the next step in your career, we’d love to hear from you. Please submit your CV to apply.