Paraplanner – Financial Planning Role in Chester

About the role

We are seeking an experienced Paraplanner to join a thriving independent financial adviser (IFA) practice in Chester. You will work closely with senior advisers, providing technical support and helping deliver high‑quality financial planning advice to clients.

Key responsibilities

• Provide technical support to Financial Advisers.
• Analyse clients’ existing financial portfolios and prepare detailed reviews.
• Carry out complex financial calculations, including income tax, CGT, IHT, pension and allowance assessments.
• Research and help formulate suitable financial planning recommendations.
• Prepare full recommendation reports and supporting documentation.
• Liaise with product providers, account managers, and clients.
• Ensure compliance with regulatory requirements and internal procedures.
• Maintain up‑to‑date knowledge of financial products, markets, and regulations.
• Support advisers in delivering compliant financial advice.

Required profile

• Previous experience within an IFA or financial planning practice (essential).
• Strong analytical and numerical ability.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Highly organised with the ability to prioritise and meet deadlines.
• Methodical, professional, and client‑focused approach.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook

What we offer

• Basic salary £40,000‑£45,000 per year.
• Study material, exam fees paid and study leave.
• Staff events and great training and progression opportunities.
• Annual pay review.
• 25 days holiday plus bank holidays.
• Flexible working hours, Monday‑Friday 9:00‑17:30.