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Paraplanner

Loughborough
Posted: 15h ago
Offer description

About Us At Chesterton House, we’re known for our smart, joined-up approach to financial planning, firmly rooted in our clients’ values and life goals. Our clients are often complex, high-net-worth individuals and families — and we love the challenge that brings. We work closely with a network of trusted external professionals, including solicitors and accountants, to deliver seamless, holistic advice. It’s technical, rewarding work where you’ll be part of a team that values collaboration, curiosity and precision. ​ The Role We’re looking for an experienced Paraplanner who thrives on variety and depth. You’ll work alongside our Financial Planners to research, analyse and craft high-quality recommendations — the kind that make a real difference to clients’ financial lives. You’ll dig deep into detail, build accurate cashflows, prepare compliant written advice, and liaise directly with clients to gather and clarify information. No two days are the same, and the technical challenge is genuinely stimulating. What You'll Do Analyse complex client situations and create clear, compliant financial planning recommendations. Conduct detailed research across pensions, investments, protection and estate planning. Prepare cashflow models and reports using the latest tech. Keep your knowledge sharp with ongoing learning and exploration of new trends and planning opportunities. Collaborate closely with Financial Planners, Administrators and external professionals to deliver exceptional client outcomes. ​ What You'll Bring Level 4 Diploma in Financial Planning (or equivalent). Proven paraplanning experience in a busy advice environment. Excellent analytical, organisational and communication skills. Confidence to think independently and challenge ideas constructively. An inquisitive mind and a genuine passion for technical excellence. ​ Why You'll Love It Here At Chesterton House, you’ll find a team that values balance, growth and wellbeing just as much as technical expertise. We’ll support your personal and professional development — and give you the freedom to shape your future. ​ Here's What You Can Look Forward To: True flexible & hybrid working. A minimum of 34 days’ holiday — rising with service, plus buy/sell up to 5 days. 7% employer pension contributions and a full range of employment benefits including life assurance and income protection. Tailored personal development plan including funded training, qualifications, coaching and ongoing professional development. A genuinely friendly, collaborative and down-to-earth team. ​ Your Future With Us We’ll help you grow in the direction you want — whether that’s progressing into senior paraplanning, financial planning, investment work, or leadership. Many of our team have done exactly that. ​ Ready to join a firm where technical skill meets human impact? Let’s talk.

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