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Job Title: Paraplanner
Location: Chester
Salary: £28,000 – £30,000 per year
About the Role
We are seeking an experienced Paraplanner to join a well-established financial planning team in Chester.
This role provides an excellent opportunity to work alongside senior advisers in a supportive environment, with clear opportunities to develop your skills and advance your career.
You will assist with preparing and supporting financial planning solutions for a diverse client base, ensuring high-quality recommendations and compliance throughout.
Key Responsibilities
- Preparing suitability reports for clients covering investments, pensions, and protection solutions
- Researching products, funds, mortgages, and protection solutions
- Using investment and wrap platforms to support financial planning recommendations
- Preparing illustrations, documentation, and application forms
- Liaising with clients and providers to resolve queries efficiently
- Supporting senior advisers in all aspects of financial planning
Skills and Experience Required
- Level 4 Diploma in Financial Planning (or well-progressed toward completion)
- Relevant experience within a financial planning environment
- Strong analytical and technical skills
- Knowledge of pensions, investments, mortgages, and protection products
- Excellent communication and interpersonal skills
- Familiarity with investment platforms, FE Analytics, or XPLAN is advantageous
What’s on Offer
- Competitive basic salary with performance-related bonuses
- Fully funded exam support and exam pass incentives
- Opportunities for career progression within a supportive team
About the Employer
The client is a well-established financial planning team that provides comprehensive services to a varied client base.
They focus on a collaborative, client-first approach and offer a professional working environment that supports both personal and career development.
Next Steps
If you are an experienced Paraplanner looking for a new challenge, please submit your CV and a brief covering note outlining your interest and suitability for the role.
About Regional Recruitment Services
This role is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency operating since 2008.
We provide permanent, temporary, and contract recruitment across Financial Services, Commercial, Industrial, Engineering, and Construction sectors.
For all current vacancies, visit (url removed).
