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.
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