Paraplanner

Regional Recruitment Services; England; On-site; GBP 28,000 - 30,000; Full time

Job summary

A recruitment agency in Chester is seeking an experienced Paraplanner to join a financial planning team. The role involves preparing suitability reports, researching financial solutions, and supporting senior advisers. The ideal candidate will have a Level 4 Diploma in Financial Planning and relevant experience in a financial planning environment. The position offers a competitive salary between £28,000 and £30,000, alongside career progression and supportive team environment.

Benefits

Performance-related bonuses

Fully funded exam support

Opportunities for career progression

Qualifications

• Relevant experience within a financial planning environment.
• Familiarity with investment platforms is advantageous.

Responsibilities

• Preparing suitability reports for clients.
• Researching products, funds, mortgages, and protection solutions.
• Using investment and wrap platforms for recommendations.
• Liaising with clients and providers to resolve queries.

Skills

Strong analytical skills

Excellent communication skills

Technical skills

Knowledge of pensions

Knowledge of investment products

Knowledge of mortgages

Interpersonal skills

Education

Level 4 Diploma in Financial Planning

Tools

FE Analytics

XPLAN

Job description

Job Title: Paraplanner

Location: Chester

Salary: £28,000 £30,000 per year

About the Role

We are seeking an experienced Paraplanner to join a well-established financial planning team in Chester.

This role provides an excellent opportunity to work alongside senior advisers in a supportive environment, with clear opportunities to develop your skills and advance your career.

You will assist with preparing and supporting financial planning solutions for a diverse client base, ensuring high-quality recommendations and compliance throughout.

Key Responsibilities

• Preparing suitability reports for clients covering investments, pensions, and protection solutions
• Researching products, funds, mortgages, and protection solutions
• Using investment and wrap platforms to support financial planning recommendations
• Preparing illustrations, documentation, and application forms
• Liaising with clients and providers to resolve queries efficiently
• Supporting senior advisers in all aspects of financial planning

Skills and Experience Required

• Level 4 Diploma in Financial Planning (or well-progressed toward completion)
• Relevant experience within a financial planning environment
• Strong analytical and technical skills
• Knowledge of pensions, investments, mortgages, and protection products
• Excellent communication and interpersonal skills
• Familiarity with investment platforms, FE Analytics, or XPLAN is advantageous

What s on Offer

• Competitive basic salary with performance-related bonuses
• Fully funded exam support and exam pass incentives
• Opportunities for career progression within a supportive team

About the Employer

The client is a well-established financial planning team that provides comprehensive services to a varied client base.

They focus on a collaborative, client-first approach and offer a professional working environment that supports both personal and career development.

Next Steps

If you are an experienced Paraplanner looking for a new challenge, please submit your CV and a brief covering note outlining your interest and suitability for the role.

About Regional Recruitment Services

This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency operating since 2008.

We provide permanent, temporary, and contract recruitment across Financial Services, Commercial, Industrial, Engineering, and Construction sectors.