Back to search
Paraplanner - Wealth ManagementLocation: ChesterEmployment Type: Full-time, PermanentSalary: Up to £40,000Reference Number: 9654
About the Role
We’re looking for an experienced and motivated Paraplanner to join a well-established and forward-thinking wealth management team in Chester. This is a fantastic opportunity for a Career Paraplanner—someone who is passionate about financial planning, thrives on technical work, and finds genuine satisfaction in supporting high-quality advice to clients.
You’ll work closely with Financial Planners and the wider team to deliver outstanding service, with the opportunity to grow your technical expertise and make a lasting impact within a collaborative and values-driven firm.
What You’ll Be Doing
- Preparing detailed and compliant suitability reports tailored to client objectives
- Supporting the advice process by researching and analysing financial planning solutions
- Assisting in the preparation of client meetings, including reviews and onboarding
- Collaborating with advisers to construct robust, tax-efficient financial strategies
- Keeping up to date with regulatory and product changes
- Mentoring junior team members (if appropriate), contributing to team development
- Playing an active role in continuous improvement of processes and client service
What We’re Looking For
Must-Have:
- A minimum of 2-3 years’ experience in a Paraplanning role
- CII Level 4 Diploma in Regulated Financial Planning (or equivalent). This is preferred, but not essential.
- Strong understanding of pensions, investments, IHT planning, and protection products
- Excellent attention to detail and analytical thinking
- Exceptional written and verbal communication skills
- A passion for delivering high standards and getting things right the first time
- Someone who sees Paraplanning as a long-term, rewarding career—not a stepping stone
Nice-to-Have:
- Working towards or achieved Chartered Status or Level 6 Advanced Diploma
- Experience working in a fee-based, client-centric financial planning environment
- Familiarity with tools such as Cashflow Modelling and CRM/financial planning software
What’s In It for
- Starting salary of up to £40,000
- Professional development support (including further qualifications)
- Flexible/hybrid working arrangements available
- 25 days holiday + bank holidays and additional wellbeing days
- A team culture that recognises the importance of work-life balance
- The opportunity to make a real difference in clients’ lives behind the scenes
To apply, please send across your CV
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Chester on a Paraplanner role.
Our commitment to you
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
