My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Sat 31/05/2025

Paraplanner

Mold, UK
Apply Now

Company: RECRUIT UK

Job Type: Permanent, FullTime

Salary: £38,000 - £40,000 per annum, Negotiable

Job Title: ParaplannerLocation: Chester (Hybrid Available)Salary: £40,000Reference Number: 9654

Join a Values-Driven Wealth Management Firm in Chester

We’re working with a well-established, forward-thinking financial planning firm that’s looking for a dedicated Paraplanner to join their growing team. If you're a detail-oriented professional who genuinely enjoys the technical side of financial planning and wants to be part of a collaborative, client-focused environment, this could be your next step.

What You’ll Be Doing:

  • Write clear, compliant suitability reports

  • Research and analyse pensions, investments, IHT, and protection solutions

  • Prepare for client meetings and support onboarding

  • Collaborate closely with Financial Planners to deliver high-quality advice

  • Contribute to process improvements and team development

What We’re Looking For:

  • 2-3+ years’ Paraplanning experience

  • Diploma qualified (or working towards it)

  • Excellent technical knowledge and communication skills

  • Someone passionate about Paraplanning as a career

What’s in It for You:

  • Salary up to £40,000

  • Hybrid working available

  • 25 days holiday + bank holidays + wellbeing days

  • Support with qualifications & professional development

  • A team that values balance, growth, and getting things right

Apply Now