Paraplanner – Chester, North West – Salary: £33,000-£40,000

North West England

£33-40,000 (Dependant on experience)

Join a dynamic team supporting Chartered Financial Planners in a well-established independent advisory firm. As an experienced Paraplanner, you’ll play a key role in delivering high-quality financial planning solutions in a collaborative and growth-oriented environment.

Recruiter

Cestrian Financial Planning Services Ltd

Posted

3 November 2025

Sector

Compliance, Estate Planning, Financial planning, IHT, Investment, Mortgages, Paraplanning, Pensions, Protection, Research, Tax, Wealth Management

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Key Responsibilities:

  • Draft suitability reports for investments, pensions, and protection products
  • Conduct product, fund, mortgage, and protection research
  • Use investment/wrap platforms for client solutions
  • Prepare illustrations, product documents, and application forms
  • Liaise with clients and providers to resolve queries and ensure smooth communication

Requirements:

  • Level 4 Diploma in Financial Planning
  • Experience in an independent financial advisory practice
  • Strong analytical and communication skills
  • Solid knowledge of pensions, investments, mortgages, and protection products
  • Familiarity with wraps, FE Analytics, and XPLAN is a plus

Package:

  • Competitive salary with potential twice-yearly bonuses
  • Fully funded exam support and pass bonuses
  • Attendance at professional events
  • Contributory pension scheme
  • Cycle to work scheme
  • 25 days holiday + Bank Holidays
  • Career development and progression opportunities

EMAIL RECRUITER
Professional Paraplanner