Holmes Chapel, Cheshire
Hybrid working following probation
£34,000-£40,000 (DOE & Qualifications)
Full Time | Monday-Friday, 8:30am - 5pm
Join a respected and growing financial planning firm in Holmes Chapel as an experienced Paraplanner. You'll support advisers by preparing high‑quality research, analysis and suitability reports, helping to deliver exceptional financial planning to clients nationwide.
They are now looking for a Paraplanner to join their friendly and professional team, supporting the delivery of tailored financial advice and services to clients.
The role would initially be initially office based with the opportunity to move into a hybrid working model following probationary period.
The Role
Prepare and maintain compliant client files
Conduct research and gather key financial information
Draft analysis and recommendation reports
Produce suitability reports and implement investment strategies
Support advisers with client reviews and attend meetings where requiredWhat You'll Bring
Strong report writing and communication skills
Excellent attention to detail and time management
Broad technical knowledge of financial planning products
Good understanding of FCA rules and compliance standards
Level 4 Diploma (or working towards it)What's on Offer
Competitive salary up to £40,000 (DOE & qualifications)
Clear, structured career progression
Supportive, collaborative working environmentIf this is a role that you would be interested in applying for then please email your CV to
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
Salary description
£34000.00 - £40000.00 per year