Average Paraplanner salary in Cheshire

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures.The Role To work as part of the Wealth Management team providing an excellent service to their clientsSupport our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protectionSpecific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reportsAssist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checkingPlay an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a wholePassionate about providing great client serviceGreat at communicating with people at all levels - face to face and in writingPositive and good at using your initiativeOrganised and good at working under pressureMotivated and well organisedLevel 4 Qualified (Or close to completion) For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

My client is currently looking for an experienced Paraplanner to join their team in South Manchester.Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clientsProvide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk ManagementProvide technical support and back up to Advisers and the IFA AdministratorsComplete portfolio reviews and rebalancing requestsDeal with client and insurer queries to completion via the telephone or in writingEnsure that quality assessments (peer review) have been carried out, evidenced and signed off accordinglyEnsure 1st is kept up to date with clients and portfolio details as necessary and requiredTo ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to timeCommit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management Essential requirements Qualified to Diploma level with a desire to achieve Chartered statusExcellent research, analysis and report writing skillsProficient with word, excel applications and spreadsheet productionCompany offers flexible working hours For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Junior / Step-Up Paraplanner Location: Wilmslow A progressive and growing independent financial advice firm is looking to appoint a Junior / Step-Up Paraplanner to support its Financial Advisers and develop into a full Paraplanner role. This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression. Saalry Up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home  The Role Working alongside experienced Paraplanners and Advisers, the successful candidate will: Support the preparation of suitability and recommendation reports Assist with research across pensions, investments, and protection products Help analyse client circumstances, objectives, and risk profiles Carry out cashflow modelling and basic technical analysis Maintain accurate client records and documentation on back-office systems Develop the confidence to support and challenge adviser recommendations as experience grows About You GCSEs (or equivalent) including English and Maths Currently studying towards the Diploma in Financial Planning (Level 4) Experience in an IFA or Wealth Management environment Some experience producing client-facing reports or suitability letters Strong attention to detail and a genuine interest in financial planning Motivated, curious, and keen to progress into a full Paraplanner role Why Apply A clear development pathway into a Paraplanner position Structured training and technical mentoring Hybrid / agile working model Generous holiday allowance with holiday trading Employer pension contributions and flexible benefits package