Paraplanner

• Chester
• Full-time
• £35,000-£45,000
• Monday-Friday, 9am-5:30pm

Are you a Paraplanner who loves solving problems, diving into detail, and shaping financial futures? If you're looking for a role where your expertise makes a genuine difference, and where your career will be actively invested in, this could be your next move.

A respected Chartered Independent Financial Advisory firm in Chester is expanding its Paraplanning team. Known for long‑standing client relationships and exceptional staff development, this is a place where people stay, grow and build meaningful careers.

Key Responsibilities

• Analyse clients' existing financial plans and portfolios
• Complete technical calculations (Tax, IHT, CGT, LTA, Allowances, Cashflow Modelling)
• Support Advisers with research and recommendation development
• Produce clear, compliant Recommendation Reports
• Liaise with clients, product providers and account managers
• Maintain accurate records and stay up to date with market and product knowledge

Skills & Experience

• The ideal candidate will have several years of paraplanning experience, RO qualifications would be preferred but not essential if experience can be evidenced.
• Strong analytical skills and excellent attention to detail
• Confident communicator with good IT skills (MS Office)

Benefits

• Competitive salary + performance-linked annual reviews
• 20 days holiday + bank holidays
• Flexible working hours when needed
• Group pension scheme
• Full sponsorship for professional qualifications + study days
• Free financial advice
• Cycle to Work Scheme
• Regular company social events

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.