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- Tasks: Craft personalised financial recommendations and support clients' financial wellbeing.
- Company: Cestrian Financial Planning, a trusted Chartered Independent Financial Advisory firm.
- Benefits: Competitive salary, bonuses, 25 days holiday, and professional development 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 environment in Chester.
The predicted salary is between 36000 - 45000 £ per year.
Salary: from £36,000 to £45,000 (based on experience) - Chester, CH1 1QQ. Note: for a Chartered Financial Paraplanner a salary of up to £50K.
Imagine working in a role where your skills truly shape financial futures—and you still get home on time. At Cestrian Financial Planning, we're proud to offer just that. We're a Chartered Independent Financial Advisory firm in Chester, with over 40 years of success built on thoughtful, ethical advice. We’re now looking for an experienced Paraplanner to join our welcoming team.
The role
Looking to step into a role that values your expertise and rewards your precision? As our Paraplanner, you’ll work directly with Chartered Financial Planners to deliver compliant, personalised recommendations—making a genuine difference to our clients' financial wellbeing.
What will you be doing?
- 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’re 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
What’s next
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 in Birkenhead employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Birkenhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and compliance. Be ready to discuss how your experience aligns with the role at Cestrian Financial Planning. Show them you’re not just a fit on paper but also in practice!
✨Tip Number 3
Don’t forget to showcase your soft skills! Being a great communicator and team player is key in this field. Share examples of how you’ve worked collaboratively in the past and how you’ve helped clients feel confident in their financial decisions.
✨Tip Number 4
Apply directly 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 in Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your expertise in financial planning, compliance, and any relevant software you've used. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and why you’re excited about joining Cestrian Financial Planning. Let us know how your values align with ours and how you can make a difference.
Showcase Your Communication Skills: As a Paraplanner, clear communication is key. Use your application to demonstrate your written communication skills. Be concise, professional, and ensure your documents are well-structured and free of errors—this reflects your attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Ecruit
✨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 impact client recommendations.
✨Showcase Your Skills
Prepare examples from your past experience where you've successfully written suitability reports or managed client files. Highlight your attention to detail and compliance knowledge, as these are crucial for the role.
✨Practice Your Communication
Since you'll be liaising with clients and providers, practice explaining complex financial concepts in simple terms. This will demonstrate your ability to communicate effectively, which is key in this role.
✨Ask Insightful Questions
At the end of the interview, don’t hesitate to ask questions about the company culture or the team dynamics. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
