Paraplanner | Boutique Wealth Management Practice | Cheshire Are you a qualified Paraplanner looking for your next challenge with a highly regarded boutique financial planning firm? We're working with a well-established, client-centric wealth management practice in Cheshire that is seeking a talented Paraplanner to join its growing team. This is a fantastic opportunity to work alongside experienced Financial Planners, helping to deliver exceptional financial advice and outstanding client outcomes. The Role Prepare detailed suitability reports and financial planning recommendations Conduct technical research across pensions, investments, protection, and retirement planning Support advisers in delivering bespoke financial planning solutions Ensure regulatory and compliance standards are maintained Identify opportunities to improve processes and client experience What We're Looking For Level 4 Diploma qualified (essential) Previous Paraplanner experience within financial planning or wealth management Strong technical knowledge and analytical skills A proactive, positive, "can-do" attitude Excellent attention to detail Strong communication and report-writing skills A collaborative team player What's On Offer Competitive salary and benefits package Flexible/hybrid working arrangements Supportive and collaborative culture Ongoing professional development opportunities The chance to make a real impact within a boutique, client-focused firm If you're looking for a role where your expertise is valued, your ideas are heard, and your career can flourish, we'd love to hear from you. Apply now or get in touch for a confidential conversation. #Paraplanner #FinancialPlanning #WealthManagement #CheshireJobs #FinancialServices #Level4Diploma #Hiring #Careers #FinancialAdvice
