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- Tasks: Prepare detailed reports and support financial planners in delivering top-notch client service.
- Company: Join a forward-thinking wealth management firm in Chester, dedicated to client success.
- Benefits: Enjoy a salary up to £40,000, flexible working, and 25 days holiday plus wellbeing days.
- Why this job: Make a real impact in clients' lives while growing your expertise in a supportive team culture.
- Qualifications: 2-3 years of Paraplanning experience and strong knowledge of financial products are essential.
- Other info: Opportunity for professional development and mentoring junior team members.
The predicted salary is between 32000 - 48000 £ per year.
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 You:
- 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.
Paraplanner employer: Recruit UK
Contact Detail:
Recruit UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who are already working as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Stay updated on the latest regulatory changes and financial products. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider seeking mentorship from experienced Paraplanners or financial advisers. Their insights can provide you with valuable guidance and help you understand the nuances of the role better.
✨Tip Number 4
Prepare to discuss specific examples of how you've contributed to client satisfaction in previous roles. Highlighting your analytical skills and attention to detail will show that you're a great fit for the team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience as a Paraplanner, particularly your understanding of pensions, investments, and financial planning solutions. Use specific examples to demonstrate your analytical skills and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to delivering high-quality advice. Mention your experience in preparing suitability reports and collaborating with advisers, as these are key aspects of the role.
Highlight Relevant Qualifications: If you have the CII Level 4 Diploma in Regulated Financial Planning or are working towards Chartered Status, make sure to mention this prominently in your application. This will show your dedication to professional development in the field.
Showcase Your Communication Skills: Since exceptional written and verbal communication skills are essential for this role, ensure that your application is well-written and free of errors. Consider including examples of how you've effectively communicated complex financial concepts to clients or team members.
How to prepare for a job interview at Recruit UK
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial planning concepts. Be prepared to discuss pensions, investments, and IHT planning in detail, as well as any relevant tools you’ve used, like Cashflow Modelling software.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to tailor financial strategies to client needs. Practise articulating how you would approach specific client scenarios, showcasing your analytical thinking and attention to detail.
✨Emphasise Your Communication Skills
Strong written and verbal communication is key in this role. Be ready to provide examples of how you've effectively communicated complex financial information to clients or colleagues, ensuring clarity and understanding.
✨Express Your Passion for Paraplanning
Make it clear that you see Paraplanning as a long-term career. Share your motivations for wanting to support clients and contribute to their financial wellbeing, which will resonate with the values-driven culture of the firm.
