At a Glance
- Tasks: Support Financial Advisers in delivering tailored financial strategies and holistic advice to clients.
- Company: Leading Financial Planning firm with a supportive culture near Chester.
- Benefits: Hybrid working, 25 days holiday, flexible hours, and study support.
- Other info: Career progression opportunities available into advisory roles after two years.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong report writing skills.
The predicted salary is between 40000 - 50000 € per year.
Eventus Recruitment are seeking a Senior Paraplanner to join a successful Financial Planning business based near Chester, Cheshire. Working Monday to Friday, 9am – 5pm, on a permanent full‑time basis, this is a great career opportunity with an established and successful firm. Employees at this firm love going to work due to the collaborative team spirit and supportive working environment. You will benefit from 25 days holiday plus bank holidays, hybrid working (3 days in office and 2 days remote working), flexible working policy, 5% employer pension contribution, study support, and free car parking.
Role Responsibilities
- Preparing accurate financial plans and suitability reports in collaboration with Consultants
- Undertaking research and analysis to meet clients' objectives and financial needs
- Demonstrating a comprehensive understanding of Holistic Financial Planning (Lifestyle Planning)
- Handling various aspects of advice including Inheritance Tax Planning and Trusts
- Engaging in continuous professional development to meet regulatory and personal growth requirements
- Managing personal workflow and ensuring timely and accurate delivery
- Ensuring compliant business conduct and adherence to legislative requirements
- Providing technical support to the Administration department with compliance‑based and technical queries
- Collaborating with the Client Services Team to ensure implementation of advice is accurate and compliant
Person Specification
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Significant experience working in a Paraplanning role
- Excellent report writing and financial planning skills
- Proficiency in cashflow forecasting
- Client‑facing confidence and credibility
- Strong IT skills, including Microsoft Word and Excel
- Ability to meet tight deadlines and handle multiple tasks
- A meticulous attention to detail and commitment to quality
- Friendly, client‑focused, and team‑oriented
- Proactive mindset with the drive for self‑development and improvement
Benefits and Rewards
- Hybrid working (3 days in office and 2 days remote working)
- Flexible working hours
- 25 days holiday plus bank holidays
- 5% employer pension contribution
- Death in Service (4x salary)
- Study support for further qualifications
- Free on‑site parking
- Regular social events and team engagement activities
About the Company
This job opportunity is with a leading Financial Planning firm based near Chester, Cheshire, offering a full suite of independent financial advice. The firm is known for its supportive culture and commitment to both client satisfaction and employee development. Career progression pathways are available, including movement into advisory roles after two years, should this align with your long‑term goals.
Next Steps
Apply now if your skills and experience align with this Senior Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.
Senior Paraplanner in Chester employer: Eventus Recruitment Group
Join a leading Financial Planning firm near Chester, Cheshire, where a collaborative team spirit and supportive environment make every day rewarding. Enjoy a range of benefits including hybrid working, generous holiday allowance, and opportunities for professional development, all while contributing to tailored financial strategies that truly make a difference for clients. With clear pathways for career progression and a commitment to employee growth, this is an excellent opportunity for those looking to thrive in their financial planning careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one near Chester. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report writing skills. Make sure you can confidently discuss holistic financial planning and how you can support Financial Advisers in delivering tailored strategies.
✨Tip Number 3
Show off your proactive mindset! During interviews, share examples of how you've taken initiative in past roles, whether it’s through continuous professional development or improving workflows. This will highlight your commitment to quality and self-improvement.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be part of a supportive culture that values collaboration and employee development.
We think you need these skills to ace Senior Paraplanner in Chester
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Paraplanner role. Highlight your experience in financial planning, report writing, and any relevant qualifications. We want to see how your skills align with what we're looking for!
Showcase Your Technical Skills:Since this role requires strong IT skills, especially in Microsoft Word and Excel, don’t forget to mention your proficiency in these areas. We love seeing candidates who can demonstrate their technical know-how right from the start!
Be Personable:We value a friendly, client-focused attitude, so let your personality shine through in your application. Share examples of how you've collaborated with teams or supported clients in the past. It’s all about showing us you’re a great fit for our supportive culture!
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Holistic Financial Planning and the specific responsibilities of a Senior Paraplanner. Familiarise yourself with common financial strategies, compliance regulations, and report writing techniques. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Experience
Prepare to discuss your previous experience in detail, especially any relevant projects or challenges you've faced in Paraplanning. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easier for the interviewers to see how your background aligns with their needs.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Demonstrate Team Spirit
Since the firm values collaboration, be ready to share examples of how you've worked effectively in teams. Highlight your ability to support Financial Advisers and collaborate with Client Services, as this will resonate well with the company's ethos.
