Paraplanner
Department: Client Services
Employment Type: Full Time
Location: Chester
Reporting To: Catherine Wilson
Description
We are looking for an experienced Paraplanner to support our Financial Planning team in delivering high-quality advice and client outcomes.
You will work within a cross-functional “Pod” alongside Financial Planners and Client Support Executives, taking ownership of cases, providing technical insight, and ensuring recommendations are accurate, compliant, and client-focused.
This role suits a paraplanner who wants real responsibility, a varied caseload, and the opportunity to deepen technical expertise within a well-structured advice environment.
Key Responsibilities
* Case Ownership
o Prepare detailed, compliant suitability reports tailored to individual client needs.
o Take full ownership of cases from start to finish, ensuring accuracy and alignment with client objectives.
o Manage complex workloads independently, prioritising tasks to meet deadlines.
* Adviser Collaboration
o Work closely with advisers to understand client goals and develop strategies.
o Proactively gather outstanding information and documentation.
o Contribute to technical discussions and best practice initiatives.
* Technical Expertise
o Research and analyse financial products, investments, pensions, and tax planning opportunities.
o Prepare technical illustrations, projections, and recommendations.
o Maintain up-to-date knowledge of legislation, FCA guidance, and market trends.
* Client Interaction
o Respond to client queries and clarify technical details post-meeting.
o Attend client meetings when required to support advisers and explain recommendations.
* Compliance & Quality
o Ensure all work meets FCA standards and internal compliance requirements.
o Review and sign off reports prepared by junior team members, providing feedback.
o Keep documentation audit-ready and support compliance process improvements.
* Process & Template Management
o Update templates and tools in line with regulatory or product changes.
o Suggest workflow improvements to enhance efficiency and consistency.
* Leadership & Development
o Mentor and coach junior paraplanners, providing technical guidance and training.
o Where applicable, manage team performance and development.
o Promote collaboration and continuous professional development within the team.
* Additional Responsibilities
o Work with compliance, operations, and investment teams to streamline advice processes.
o Support audits and maintain risk awareness.
o Champion effective use of financial planning software and data tools.
Skills, Knowledge and Expertise
* Proven paraplanning experience is essential
* Level 4 Diploma in Financial Planning (CII) or equivalent, or working towards it
* Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified
Technical Expertise
* Strong knowledge of retail investments, pensions, savings, and protection products
* Solid understanding of suitability report requirements, structure, and regulatory expectations
* Experience producing suitability reports, completing cashflow modelling, and conducting technical research
Communication and Collaboration
* Clear and effective written and verbal communication skills
* Confident dealing with stakeholders at all levels
* Collaborative approach, with the ability to build relationships across internal teams and external partners
Systems and Tools
* Proficient in Microsoft Office
* Willingness to develop expertise in internal systems, including Enable, Fusion, and Wealth Platform
Personal Attributes
* Well organised, with strong attention to detail
* Able to manage workload and prioritise effectively
* Positive and adaptable, with a mindset open to change
* Aligned to company values and culture, with a focus on continuous improvement
The base
You’ll be based at our Chester office, a well-connected regional hub that supports close collaboration and high-quality delivery. Located in a vibrant historic city, the office benefits from strong transport links and access to a wide range of local amenities.
The workspace is modern and well equipped, designed to support productivity and effective teamwork. It offers a professional and welcoming environment where you can focus on delivering strong outcomes for clients.
We support a balanced approach to work and value a culture where colleagues feel connected, supported, and able to perform at their best.
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