Paraplanner (Level 4+) – Hybrid | Cheshire East | £Competitive + Excellent Benefits
Are you looking for more than a traditional paraplanning role?
We’re working with a highly respected, independent financial planning business in Cheshire East that is looking to appoint an experienced Paraplanner to join its growing team.
This is a genuine opportunity to become an integral part of the advice process rather than simply producing reports. You’ll work alongside an experienced Financial Planner and Administrator within a dedicated client team, attending client meetings, building sophisticated financial plans and helping shape advice for high-net-worth individuals and business owners.
If you enjoy solving complex financial planning challenges, collaborating with advisers and continuously developing your technical knowledge, this could be the ideal next step in your career.
The Role
- Prepare high-quality suitability reports and recommendations
- Build and maintain detailed cashflow models
- Conduct technical research across pensions, investments, tax and protection
- Attend client meetings and contribute to planning discussions
- Work closely with Financial Planners and Administrators within a collaborative team structure
- Support ongoing client reviews and complex financial planning cases
About You
- Diploma in Financial Planning (Level 4) as a minimum
- Working towards Chartered status (preferred)
- Previous paraplanning experience within an independent financial planning firm
- Strong technical knowledge across pensions, investments and tax planning
- Excellent analytical, organisational and communication skills
- A collaborative mindset with a genuine passion for financial planning
What’s on Offer
- Competitive salary
- Discretionary annual bonus
- Hybrid working (3 days office / 2 days home)
- Flexible working hours
- 25 days holiday plus bank holidays
- Birthday off
- Full study support through Chartered and beyond
- Private medical insurance
- Pension contribution
- Death in Service cover
- Free parking
- Modern technology including AI-assisted meeting notes
- A supportive, collaborative culture where paraplanners are valued as part of the advice team
Why Apply?
This is a business that genuinely believes great financial planning is built through collaboration. You’ll have the opportunity to work on interesting, technically challenging cases, develop your career, attend client meetings and play a meaningful role in delivering outstanding outcomes for clients.
If you’re looking for a paraplanning role where your opinion is valued and your career can continue to progress, we’d love to hear from you.
To apply, or for a confidential discussion, please submit your CV today.
…