chester
Paraplanner – Cheshire / Hybrid
Salary: £30,000 – £40,000 per year
Benefits: Company pension, life insurance, private medical insurance
About the Role
We are seeking an experienced Paraplanner to join a growing financial planning firm in Cheshire. This is a full-time role, ideal for someone Chartered or working towards Chartered status who takes pride in technical accuracy, cashflow planning, and delivering high-quality client advice.
The successful candidate will work closely within a collaborative team environment, supporting advisers in preparing financial plans, suitability reports, and cashflow models. You will be knowledgeable across a wide range of financial solutions and help ensure clients’ aspirations and objectives are fully understood and met.
Key Requirements
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Chartered or working towards Chartered status
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Strong technical paraplanning experience
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Experienced in cashflow planning
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Excellent communication and organisational skills
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Collaborative team player, client-focused