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
* Professional development support (including further qualifications)
* 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
About Recruit UK:
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.
* Never pester you.