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Paraplanner

Ellesmere Port
Regional Recruitment Services
£35,000 - £50,000 a year
Posted: 26 January
Offer description

Paraplanner

Ellesmere Port, Cheshire (Hybrid Working Available)
Up to £50,000 DOE + Bonus & Benefits

A well-established and growing financial advisory firm based in the Cheshire area is seeking an experienced Paraplanner to join their client-focused team.

This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality financial planning work and contributing to excellent client outcomes in a supportive and professional environment.

The Role

Prepare detailed suitability reports and supporting financial planning documentation

Provide technical research and analysis to support Financial Advisers

Carry out cashflow modelling and product research across pensions, investments, and protection

Ensure all advice documentation meets regulatory and internal compliance standards

Work closely with advisers, administrators, and third-party providers

Stay up to date with industry and regulatory changes

About You

Previous experience in a Paraplanner role within a financial planning or IFA environment

Level 4 Diploma in Financial Planning (or actively working towards completion)

Strong technical knowledge across pensions, investments, protection, and taxation

Excellent attention to detail and report-writing skills

Confident using financial planning software and back-office systems

Organised, proactive, and able to manage multiple priorities

What's On Offer

Salary up to £50,000 depending on experience

Annual bonus and attractive benefits package

Supportive, collaborative working culture

Ongoing professional development and exam support

Hybrid working arrangement

Long-term career progression opportunities

Next Steps:

Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website ((url removed))

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