Paraplanner
| Posting date: | 24 April 2026 |
|---|---|
| Salary: | £40,000 to £45,000 per year |
| Hours: | Full time |
| Closing date: | 24 May 2026 |
| Location: | Chester, Cheshire |
| Remote working: | On-site only |
| Company: | Fresh Perspective Resourcing |
| Job type: | Permanent |
| Job reference: |
Summary
Are you a Paraplanner that’s bored of just report writing?
Do you love supporting clients and researching new products?
Well then! We have the perfect Paraplanner role for you!
We’re on the hunt for Paraplanner with a difference! We’re looking for someone with a positive can-do attitude, who wants to help shape the future investment philosophy of a new business and take back control of their future career progression.
You’ll get to opportunity to work within a fledgling company, meet interesting clients, research new investment ideas and products, all whilst developing your skills along the way
If you want to help mould the investment recommendations of the future and your own career whilst you’re at it – APPLY NOW!
As a Paraplanner, your responsibilities will include…
• Support the Managing Director in providing advice to clients
• Assist with the preparation of suitability reports and recommendation documents
• Carry out financial and investment research to support client recommendations
• Prepare client review packs, financial planning reports and supporting documentation
• Review client financial information, ensuring records are accurate and up to date
• Ensure all work is completed in line with FCA regulations/internal compliance
We are looking for a Paraplanner with the following skills and experiences:
• Ideally 1-2 years experience in financial services
• Experience as a Paraplanner or Financial Services Admin is ideal
• Some knowledge of financial planning and finance and investments
• Good analytical skills and ability to evaluate financial data
• Experience with/confidence in report writing
• Excellent written and verbal communication skills
In return, the successful Paraplanner will receive a salary of £40,000 - £45,000 plus the following benefits…
• 25 days holiday + bank holidays
• Discretionary bonus
• Study support
• Free parking
Fancy knowing more? Send your CV over for this Paraplanner position today!
Do you love supporting clients and researching new products?
Well then! We have the perfect Paraplanner role for you!
We’re on the hunt for Paraplanner with a difference! We’re looking for someone with a positive can-do attitude, who wants to help shape the future investment philosophy of a new business and take back control of their future career progression.
You’ll get to opportunity to work within a fledgling company, meet interesting clients, research new investment ideas and products, all whilst developing your skills along the way
If you want to help mould the investment recommendations of the future and your own career whilst you’re at it – APPLY NOW!
As a Paraplanner, your responsibilities will include…
• Support the Managing Director in providing advice to clients
• Assist with the preparation of suitability reports and recommendation documents
• Carry out financial and investment research to support client recommendations
• Prepare client review packs, financial planning reports and supporting documentation
• Review client financial information, ensuring records are accurate and up to date
• Ensure all work is completed in line with FCA regulations/internal compliance
We are looking for a Paraplanner with the following skills and experiences:
• Ideally 1-2 years experience in financial services
• Experience as a Paraplanner or Financial Services Admin is ideal
• Some knowledge of financial planning and finance and investments
• Good analytical skills and ability to evaluate financial data
• Experience with/confidence in report writing
• Excellent written and verbal communication skills
In return, the successful Paraplanner will receive a salary of £40,000 - £45,000 plus the following benefits…
• 25 days holiday + bank holidays
• Discretionary bonus
• Study support
• Free parking
Fancy knowing more? Send your CV over for this Paraplanner position today!