Paraplanner

Job Title: Paraplanner
Location: Chester (Hybrid Available)
Salary: £40,000
Reference Number: 9654

Join a Values-Driven Wealth Management Firm in Chester

We’re working with a well-established, forward-thinking financial planning firm that’s looking for a dedicated Paraplanner to join their growing team. If you're a detail-oriented professional who genuinely enjoys the technical side of financial planning and wants to be part of a collaborative, client-focused environment, this could be your next step.

What You’ll Be Doing:

• Write clear, compliant suitability reports

• Research and analyse pensions, investments, IHT, and protection solutions

• Prepare for client meetings and support onboarding

• Collaborate closely with Financial Planners to deliver high-quality advice

• Contribute to process improvements and team development

What We’re Looking For:

• 2-3+ years’ Paraplanning experience

• Diploma qualified (or working towards it)

• Excellent technical knowledge and communication skills

• Someone passionate about Paraplanning as a career

What’s in It for You:

• Salary up to £40,000

• Hybrid working available

• 25 days holiday + bank holidays + wellbeing days

• Support with qualifications & professional development

• A team that values balance, growth, and getting things right