Paraplanner

Recruit UK

Posted 2 days ago, valid for 12 hours

Mold, Flintshire CH7 4HE, Wales

Full Time

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Sonic Summary

The job title is Paraplanner located in Chester with a hybrid work option available.
The salary for this position is up to £40,000.
Candidates should have 2-3+ years of Paraplanning experience and be diploma qualified or working towards it.
The role involves writing suitability reports, researching financial solutions, and collaborating with Financial Planners.
The firm offers 25 days of holiday plus bank holidays and wellbeing days, along with support for qualifications and professional development.

Job Title: ParaplannerLocation: Chester (Hybrid Available)Salary: £40,000Reference Number: 9654

Join a Values-Driven Wealth Management Firm in Chester

We’re working with a well-established, forward-thinking financial planning firm that’s looking for a dedicated Paraplanner to join their growing team. If you're a detail-oriented professional who genuinely enjoys the technical side of financial planning and wants to be part of a collaborative, client-focused environment, this could be your next step.

What You’ll Be Doing:

Write clear, compliant suitability reports
Research and analyse pensions, investments, IHT, and protection solutions
Prepare for client meetings and support onboarding
Collaborate closely with Financial Planners to deliver high-quality advice
Contribute to process improvements and team development

What We’re Looking For:

2-3+ years’ Paraplanning experience
Diploma qualified (or working towards it)
Excellent technical knowledge and communication skills
Someone passionate about Paraplanning as a career

What’s in It for You:

Salary up to £40,000
Hybrid working available
25 days holiday + bank holidays + wellbeing days
Support with qualifications & professional development
A team that values balance, growth, and getting things right

Apply now in a few quick clicks