Paraplanner

2 weeks ago


Chester, United Kingdom Ortus PSR Full time

Exciting Opportunity: Paraplanner in Chester

A leading Chartered IFA firm in Chester is on the lookout for an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans and ensuring compliance with regulatory standards.

Key Highlights:

  • Flexibility: Enjoy adaptable working hours that fit your lifestyle.
  • Career Growth: Access to full sponsorship for industry qualifications and continuous professional development.
  • Collaborative Environment: Work within a supportive team dedicated to client success.

Core Responsibilities:

  • Conducting in-depth financial analysis and research.
  • Preparing and maintaining client reports and documentation.
  • Assisting advisers with the formulation of client financial plans and strategies.

Benefits Package:

  • Competitive salary up to £45,000 
  • Generous pension scheme.
  • Comprehensive study support.

This is a prime opportunity for a Paraplanner eager to contribute to a firm that values professional development and offers a clear path for career advancement.


  • Paraplanner

    2 weeks ago


    Chester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Chester as a Paraplanner. Client Details A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and...

  • Paraplanner

    2 weeks ago


    Chester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Chester as a Paraplanner. Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and...

  • Paraplanner

    2 weeks ago


    Chester, United Kingdom Page Personnel Full time

    A chance to work for an exciting financial services firm in Chester as a Paraplanner. Client DetailsA forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and...

  • Paraplanner

    3 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...

  • Paraplanner

    3 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...

  • Paraplanner

    2 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a...

  • Paraplanner

    3 months ago


    Chester, United Kingdom Lime People Search & Select Ltd Full time

    Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax. We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to...


  • Chester, United Kingdom Lime People Search & Select Ltd Full time

    My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking a...

  • Senior Paraplanner

    1 day ago


    Chester, United Kingdom IDEX CONSULTING LTD Full time

    My Client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire.Considering making an application for this job Check all the details in this job description, and then click on Apply.Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Exciting Opportunity: Paraplanner in a Leading Financial Services Firm Ortus PSR, a dynamic and forward-thinking financial services company, is seeking an experienced Paraplanner to join their team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Exciting Opportunity: Paraplanner in a Leading Financial Services Firm Ortus PSR, a dynamic and forward-thinking financial services company, is seeking an experienced Paraplanner to join their team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans...

  • Paraplanner

    5 days ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Scroll down to find an indepth...

  • Paraplanner

    2 weeks ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    1 week ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    1 week ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package You will receive...

  • Paraplanner

    1 week ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    2 weeks ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)PackageYou will receive...

  • Paraplanner

    1 day ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Ready to apply Before you do,...

  • Paraplanner

    3 days ago


    Chester, United Kingdom Ferguson Dean Full time

    A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus)Ready to apply Before you do,...

  • Paraplanner

    1 month ago


    Chester, Cheshire, United Kingdom Idex Full time

    A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, and so the successful candidate needs to be commutable to one of...