Paraplanner IFA Practice £40K - £4K Basic Career Progression

Looking to develop your career as a Paraplanner within a successful and growing financial planning practice?

We're recruiting for a Paraplanner to join a highly successful and expanding firm in the Chester area. This is an excellent opportunity for an experienced financial services professional to work within a supportive, collaborative environment alongside a team of experienced paraplanners and financial advisers.

The business is known for its strong culture, professional development opportunities, and commitment to delivering high-quality financial planning advice to clients.

The Role

As a Paraplanner, you will:

• 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 high-quality, compliant financial advice

Paraplanner Requirements

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

What's on Offer?

• Basic Salary ranging from £40,000 - £45,000
• Study material/Exams paid and study leave provided
• Staff events
• Great Training and Progression Opportunities
• Annual Pay Review
• 25 days holiday + bank holidays
• 9:00 - 5.30 Monday to Friday with flexible working hours where required.
• Opportunity to work within a respected and expanding financial planning practice

Apply Today!

If you're an experienced Paraplanner looking to join a forward-thinking IFA practice with excellent progression opportunities, we'd love to hear from you.

Apply now, and we'll review your application as soon as possible. Suitable candidates will be contacted directly.