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Permanent

Paraplanner

Reed
Chester
money-bag £42500 Annual
Posted: 05 June 2026 (6 days ago)
Closing date: 05 July 2026
Ref: 3110932861

Paraplanner - Be More Than a Report WriterLocation: ChesterSalary: £45,000 + Bonus + BenefitsReady to step beyond traditional paraplanning? Most paraplanner roles keep you behind the scenes.This one doesn''t.We''re looking for an experienced Paraplanner who wants to play a central role in shaping a growing financial planning business - not just writing reports, but influencing investment strategy, improving systems, and working directly with clients.If you''re someone who enjoys thinking critically, challenging the norm, and making a genuine impact, this is your opportunity.This is a role for someone who doesn''t want to be "just another paraplanner".About UsWe may only be 6 months into our journey, but we already have £100m+ assets under management and a diverse client base ranging from £50k to £25m.We''re now focused on building the right infrastructure - people, processes, and investment proposition - to support long-term success.And that''s where you come in.The RoleYes, you''ll produce high-quality suitability reports. But that''s just the starting point.You''ll also:Take ownership of researching investments and creating a watchlist of opportunitiesPlay a key role in shaping our future investment propositionVet BDMs and analyse products, determining what''s truly worth recommending to clientsWork closely with advisers and meet clients directlyHelp design, improve, and evolve business systems and processesContribute ideas to drive efficiency, innovation, and better ..... full job details .....

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