Job Role: Paraplanner

Location: Chester

Job Type: Full-time, Permanent

Salary: Up to £45,000

Standard working hours: 9.00 am – 5.30 pm, with flexible working when required

Reference Number: 9802

Recruit UK is working on behalf of a highly regarded Chartered Independent Financial Advice firm based in Chester. We are seeking an experienced and detail-driven Paraplanner to join a supportive and forward-thinking team.

This is a fantastic opportunity for a skilled Paraplanner to play a vital role in delivering high-quality financial advice. You’ll be working closely with Financial Advisers to research, prepare, and deliver bespoke financial plans that meet – and exceed – client expectations.

Benefits include:

• Starting salary of up to £45,000
• 20 days’ holiday bank holidays
• Annual performance-based pay reviews
• Standard working hours: 9.00 am – 5.30 pm, with flexible working when required
• Group Pension Scheme
• Full sponsorship for financial planning qualifications
• Study days for relevant exams
• Access to internal and external training programmes
• Free financial advice and wellbeing support
• Cycle to Work Scheme
• Regular company social events

Key Responsibilities:

• Analysing and reviewing existing client portfolios
• Providing technical support to Advisers
• Performing complex calculations (e.g. income tax, IHT, CGT, lifetime allowance, pension annual allowance, cashflow modelling)
• Conducting research to support advice formulation
• Writing Suitability Reports and associated documentation
• Liaising with clients, product providers, and investment platforms
• Maintaining compliance with FCA regulations and internal processes
• Continuously developing product knowledge to support CPD requirements

Skills & Experience Required:

This role is suited to a methodical and analytical individual who enjoys working collaboratively to deliver high standards of client service.

You will ideally have:

• Previous experience as a Paraplanner within an IFA environment
• Excellent knowledge of financial planning, pensions, investments, and taxation
• Strong written and verbal communication skills
• High attention to detail with a structured and organised approach
• Ability to manage workloads and meet deadlines
• Strong IT skills, particularly in MS Office (Word, Excel, Outlook)
• Experience with Intelliflo Office (IO) is advantageous
• Familiarity with tools and platforms such as:
• SelectaPension, Financial Express, Trigold, Assureweb, ExWeb, MiCap
• Investment platforms: Abrdn, Aviva, Aegon

While RO qualifications (CII) are desirable, equivalent paraplanning experience will also be considered. Full financial support for continued professional development is provided.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Chester on an IFA Administrator role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

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