Paraplanner

Ellesmere Port, Cheshire (Hybrid Working Available)
Up to £50,000 DOE + Bonus & Benefits

A well-established and growing financial advisory firm based in the Cheshire area is seeking an experienced Paraplanner to join their client-focused team.

This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality financial planning work and contributing to excellent client outcomes in a supportive and professional environment.

• Prepare detailed suitability reports and supporting financial planning documentation

• Provide technical research and analysis to support Financial Advisers

• Carry out cashflow modelling and product research across pensions, investments, and protection

• Ensure all advice documentation meets regulatory and internal compliance standards

• Work closely with advisers, administrators, and third-party providers

• Stay up to date with industry and regulatory changes

• Previous experience in a Paraplanner role within a financial planning or IFA environment

• Level 4 Diploma in Financial Planning (or actively working towards completion)

• Strong technical knowledge across pensions, investments, protection, and taxation

• Excellent attention to detail and report-writing skills

• Confident using financial planning software and back-office systems

• Organised, proactive, and able to manage multiple priorities

• Salary up to £50,000 depending on experience

• Annual bonus and attractive benefits package

• Supportive, collaborative working culture

• Ongoing professional development and exam support

• Hybrid working arrangement

• Long-term career progression opportunities

Next Steps:

Apply to this Paraplanner role through this advert. If you would like more information about this role, please contact Chloe in our Commercial team on (phone number removed).

If successful, you will need to digitally register with our agency (if you haven't already done so). If you have not been contacted regarding your application within 7 days please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all of our positions available throughout the United Kingdom, please visit our website url removed .