Paraplanner

JR United Kingdom; Sheffield; On-site; GBP 32,000 - 40,000; Full time

Job summary

A leading financial services firm in Chester seeks an experienced Paraplanner to join their wealth management team. This full-time position offers up to £40,000 with responsibilities that include preparing suitability reports and collaborating with advisers to enhance client service. If you are passionate about financial planning and have a minimum of 2-3 years' experience, this role provides an excellent opportunity in a supportive work environment with a strong focus on career development.

Benefits

Flexible/hybrid working arrangements

25 days holiday + bank holidays and additional wellbeing days

A culture emphasizing work-life balance

Qualifications

• 2-3 years experience in a Paraplanning role.
• CII Level 4 Diploma in Regulated Financial Planning preferred.
• Strong understanding of pensions, investments, IHT planning.

Responsibilities

• Preparing detailed suitability reports tailored to client objectives.
• Researching financial planning solutions.
• Assisting in client meetings and onboarding.

Skills

Attention to detail

Analytical thinking

Communication skills

Financial Planning

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Cashflow Modelling

CRM/financial planning software

Job description

Social network you want to login/join with:

sheffield, south yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Paraplanner – Wealth Management

Location: Chester

Employment Type: Full-time, Permanent

Salary: Up to £40,000

Reference Number: 9654

About the Role

We’re looking for an experienced and motivated Paraplanner to join a well-established and forward-thinking wealth management team in Chester. This is a fantastic opportunity for a Career Paraplanner—someone who is passionate about financial planning, thrives on technical work, and finds genuine satisfaction in supporting high-quality advice to clients.

You’ll work closely with Financial Planners and the wider team to deliver outstanding service, with the opportunity to grow your technical expertise and make a lasting impact within a collaborative and values-driven firm.

What You’ll Be Doing

• Preparing detailed and compliant suitability reports tailored to client objectives
• Supporting the advice process by researching and analysing financial planning solutions
• Assisting in the preparation of client meetings, including reviews and onboarding
• Collaborating with advisers to construct robust, tax-efficient financial strategies
• Keeping up to date with regulatory and product changes
• Mentoring junior team members (if appropriate), contributing to team development
• Playing an active role in continuous improvement of processes and client service

What We’re Looking For

Must-Have:

• A minimum of 2–3 years’ experience in a Paraplanning role
• CII Level 4 Diploma in Regulated Financial Planning (or equivalent). This is preferred, but not essential.
• Strong understanding of pensions, investments, IHT planning, and protection products
• Excellent attention to detail and analytical thinking
• Exceptional written and verbal communication skills
• A passion for delivering high standards and getting things right the first time
• Someone who sees Paraplanning as a long-term, rewarding career—not a stepping stone

Nice-to-Have:

• Working towards or achieved Chartered Status or Level 6 Advanced Diploma
• Experience working in a fee-based, client-centric financial planning environment
• Familiarity with tools such as Cashflow Modelling and CRM/financial planning software

What’s In It for

• Starting salary of up to £40,000
• Flexible/hybrid working arrangements available
• 25 days holiday + bank holidays and additional wellbeing days
• A team culture that recognises the importance of work-life balance
• The opportunity to make a real difference in clients’ lives behind the scenes

To apply, please send across your CV

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Chester on a Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.