Paraplanner

Paraplanner Chester Full-time £35,000-£45,000 Monday-Friday, 9am-5:30pm 25 days' annual leave, plus bank holidays Holiday trading - buy or sell up to 5 days each year An additional 3 days office closure over Christmas Private Medical Insurance 7.5% employer pension contributionAre you a Paraplanner who loves solving problems, diving into detail, and shaping financial futures? If you're looking for a role where your expertise makes a genuine difference, and where your career will be actively invested in, this could be your next move. A respected Chartered Independent Financial Advisory firm in Chester is expanding its Paraplanning team. Known for long‑standing client relationships and exceptional staff development, this is a place where people stay, grow and build meaningful careers. Key Responsibilities Analyse clients' existing financial plans and portfolios Complete technical calculations (Tax, IHT, CGT, LTA, Allowances, Cashflow Modelling) Support Advisers with research and recommendation development Produce clear, compliant Recommendation Reports Liaise with clients, product providers and account managers Maintain accurate records and stay up to date with market and product knowledge Skills & Experience The ideal candidate will have several years of paraplanning experience, RO qualifications would be preferred but not essential if experience can be evidenced. Strong analytical skills and excellent attention to detail Confident communicator with good IT skills (MS Office)Benefits Competitive salary + performance-linked annual reviews 25 days holiday + 3 additonal days off at Christmas + bank holidays Flexible working hours when needed Private Medical Insurance Group pension scheme Full sponsorship for professional qualifications + study days Free financial advice Cycle to Work Scheme Regular company social events Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age