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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 Warrington employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Warrington
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to paraplanning. We recommend doing mock interviews with friends or mentors to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like suitability reports or client communications, to demonstrate your expertise during interviews. We want to see how you can make a difference in our clients' financial wellbeing.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our supportive team at Cestrian Financial Planning.
We think you need these skills to ace Paraplanner in Warrington
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 make a difference!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about paraplanning and how your values align with ours at Cestrian Financial Planning. Keep it personal and engaging—let us know who you are!
Showcase Your Attention to Detail: As a Paraplanner, precision is key. In your application, demonstrate your attention to detail by ensuring there are no typos or errors. This shows us you take pride in your work and understand the importance of accuracy.
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’re considered for the role. Plus, it gives you a chance to explore more about our company culture!
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 relate to the role of a Paraplanner.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills in writing suitability reports and managing client files. This will demonstrate your ability to deliver compliant and personalised recommendations effectively.
✨Be Ready for Technical Questions
Expect questions about tools like FE Analytics and Xplan. Be prepared to explain how you've used these platforms in your past work and how they can help streamline the paraplanning process.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready 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.
