Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Craft personalised financial recommendations and support clients in achieving their financial goals.
- Company: Cestrian Financial Planning, a respected Chartered Independent Financial Advisory firm in Chester.
- Benefits: Competitive salary, bonuses, 25 days holiday, and fully funded exam support.
- Why this job: Make a real impact on clients' financial futures while enjoying work-life balance.
- Qualifications: Level 4 Diploma in Financial Planning or working towards it, with relevant experience.
- Other info: Join a supportive team in a close-knit office with excellent career development opportunities.
The predicted salary is between 36000 - 45000 £ per year.
Imagine working in a role where your skills truly shape financial futures and you still get home on time. At Cestrian Financial Planning, we are proud to offer just that. We are a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We are now looking for an experienced Paraplanner to join our welcoming team.
The role involves:
- Writing suitability reports that give clients clarity and confidence in their choices
- Researching products and platforms to find real-world solutions for pensions, investments, and protection
- Organising and managing client files so everything is FCA-compliant and audit-ready
- Preparing accurate documents like illustrations and application forms, so our advice is clear and actionable
- Liaising with clients and providers to keep advice moving and issues resolved
- Joining adviser meetings when needed and staying up to speed with changes in the financial world
About our company: We are based in central Chester, in a supportive, close-knit office. We take pride in doing things properly, not rushing through tick-box advice. Our clients value that, and we value our people just as much.
What’s in it for you?
- Twice-yearly bonus opportunities
- Fully funded support for further exams, plus bonuses for passing
- 25 days holiday plus Bank Holidays
- Contributory pension scheme
- Cycle to work scheme
- Ongoing development and access to professional events
The person we’d love to hear from you if you:
- Hold (or are working towards) the Level 4 Diploma in Financial Planning
- Have experience in an independent financial advisory setting
- Are confident in your analysis and written communication
- Understand pensions, investments, mortgages, and protection products
- Have used FE Analytics, Xplan, and platforms like Aberdeen or Quilter
- Work with real care and enjoy being part of a team that supports one another
Ready to take your paraplanning career somewhere that respects your time and talent? Apply now and see how far you can go with Cestrian Financial Planning.
Paraplanner employer: Cestrian Financial Planning Services Limited
Contact Detail:
Cestrian Financial Planning Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant online groups. The more people you know, the better your chances of landing that Paraplanner role.
✨Tip Number 2
Showcase your skills! Prepare a portfolio of your best work, including suitability reports and any research you've done. This will give potential employers a clear idea of what you can bring to the table.
✨Tip Number 3
Practice your interview skills! Mock interviews with friends or mentors can help you feel more confident. Be ready to discuss your experience with financial products and how you can contribute to the team at Cestrian Financial Planning.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our supportive team at Cestrian Financial Planning.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in financial planning and any relevant qualifications, like the Level 4 Diploma. We want to see how your skills align with what we do at Cestrian Financial Planning!
Showcase Your Communication Skills: Since you'll be writing suitability reports and liaising with clients, it's crucial to demonstrate your written communication prowess. Use clear, concise language in your application to reflect the clarity we value in our advice.
Research Our Company: Take a bit of time to learn about Cestrian Financial Planning and our approach to financial advice. Mentioning specific aspects of our ethos or services in your application can show us that you're genuinely interested in joining our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows initiative, which we love to see!
How to prepare for a job interview at Cestrian Financial Planning Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection products. Familiarise yourself with the latest trends in financial planning and be ready to discuss how they relate to the role of a Paraplanner.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your analytical skills and written communication. Think about times when you’ve successfully written suitability reports or managed client files, as these will resonate well with the interviewers.
✨Be FCA-Compliant Savvy
Understand the importance of FCA compliance in your work. Be ready to discuss how you ensure that your documentation is audit-ready and compliant, as this is crucial for the role at Cestrian Financial Planning.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and the team dynamics. This shows that you’re genuinely interested in being part of their close-knit office and that you value the supportive environment they offer.
