Job Description
Job Title: ParaplannerLocation: Chester (Hybrid Available)Salary: £40,000Reference 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