Job Description
Paraplanner – from £36,000 to £45,000 salary (based on experience) - Chester, CH1 1QQ
Note: for a Chartered Financial Paraplanner a salary of up to £50K.
Imagine working in a role where your skills truly shape financial futures—and you still get home on time.
At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We're now looking for an experienced Paraplanner to join our welcoming team.
The role
Looking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you'll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations—making a genuine difference to our clients' financial wellbeing.
What will you be doing?
1. Writing suitability reports that give clients clarity and confidence in their choices
2. Researching products and platforms to find real-world solutions for pensions, investments, and protection
3. Organising and managing client files so everything is FCA-compliant and audit-ready
4. Preparing accurate documents like illustrations and application forms, so our advice is clear and actionable
5. Liaising with clients and providers to keep advice moving and issues re...