CHESTER
Trainee Paraplanner
Salary: £28,000 – £31,000 (DOE)
Location: Cheshire
About the Role
We’re looking for a proactive Paraplanner to support our Financial Planners in preparing client recommendations, suitability reports, and maintaining accurate records. You’ll play a key role in delivering high-quality financial planning support while ensuring compliance with FCA regulations.
Key Responsibilities
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Analyse client data and support financial research
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Prepare draft reports and assist with recommendations
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Liaise with advisers, clients, and third-party professionals
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Handle documentation and ensure compliance
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Maintain client records and support new business processing
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Build strong client relationships and respond to queries
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Support investment implementation and reviews
Requirements
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Experience in a paraplanning or financial services support role
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Strong attention to detail and organisational skills
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Good technical knowledge and progressing through CII R0 exams
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Familiarity with FCA regulations and suitability requirements
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Excellent communication and relationship-building skills