Paraplanner

| Paraplanner | IFA Practice | £40K - £45K Basic | Career Progression |

Looking to develop your career as a Paraplanner within a successful and growing financial planning practice?

We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers.

The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients.

The Role

As a Paraplanner, you will:

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• Provide technical support to Financial Advisers
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• Analyse clients’ existing financial portfolios and prepare detailed reviews
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• Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments
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• Research and help formulate suitable financial planning recommendations
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• Prepare full recommendation reports and supporting documentation
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• Liaise with product providers, account managers, and clients
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• Ensure compliance with regulatory requirements and internal procedures
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• Maintain up-to-date knowledge of financial products, markets, and regulations
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• Support advisers in delivering high-quality, compliant financial advice
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Paraplanner Requirements

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• Previous experience within an IFA or financial planning practice (essential)
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• Strong analytical and numerical ability
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• Excellent attention to detail and accuracy
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• Strong communication skills, both written and verbal
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• Highly organised with the ability to prioritise and meet deadlines
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• Proficient in Microsoft Word, Excel, and Outlook
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• Methodical, professional, and client-focused approach
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What's on Offer?

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• Basic Salary ranging from £40,000 - £45,000
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• Study material/Exams paid and study leave provided
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• Staff events
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• Great Training and Progression Opportunities
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• Annual Pay Review
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• 25 days holiday + bank holidays
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• 9:00 – 5.30 Monday to Friday with flexible working hours where required.
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• Opportunity to work within a respected and expanding financial planning practice
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Apply Today!

If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you.

Apply now, and we'll review your application as soon as possible. Suitable candidates will be contacted directly.