Paraplanner
Listed on 2026-09-08
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Compliance, Financial Advisor / Consultant
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:
- Provide technical support to Financial Advisers
- Analyse clients' existing financial portfolios and prepare detailed reviews
- Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments
- Research and help formulate suitable financial planning recommendations
- Prepare full recommendation reports and supporting documentation
- Liaise with product providers, account managers, and clients
- Ensure compliance with regulatory requirements and internal procedures
- Maintain up-to-date knowledge of financial products, markets, and regulations
- Support advisers in delivering high-quality, compliant financial advice
Paraplanner Requirements
- Previous experience within an IFA or financial planning practice (essential)
- Strong analytical and numerical ability
- Excellent attention to detail and accuracy
- Strong communication skills, both written and verbal
- Highly organised with the ability to prioritise and meet deadlines
- Proficient in Microsoft Word, Excel, and Outlook
- Methodical, professional, and client-focused approach
What's on Offer?
- Basic Salary ranging from £40,000 - £45,000
- Study material/Exams paid and study leave provided
- Staff events
- Great Training and Progression Opportunities
- Annual Pay Review
- 25 days holiday + bank holidays
- 9:00 - 5.30 Monday to Friday with flexible working hours where required.
- Opportunity to work within a respected and expanding financial planning practice
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.
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