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:

• 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.