Client Relationship Manager (Paraplanner) – Chester - £45,000 

A well-established financial planning firm is looking for an experienced Paraplanner to join their team and take client advice to the next level.

The role:

• Prepare detailed financial planning reports with clear product and company recommendations
• Provide expert support across pre- and post-retirement planning, pension transfers, investments, and taxation
• Work closely with clients and advisers to deliver tailored solutions
• Continue professional development, with clear progression towards Chartered status

What they're looking for:

• Qualified paraplanner with 10+ years’ experience
• Strong technical knowledge across pensions, investments, and tax
• Working towards or holding CII Diploma, with ambition to achieve Chartered status
• Excellent report-writing, analytical, and client relationship skills

What’s on offer:

• Fully funded study support, study leave, and salary rewards for exam success
• 25 days holiday plus bank holidays
• Death in Service cover (4 x salary)
• Supportive, professional environment with real career progression

Take the next step in your paraplanning career with a firm that invests in your growth. Apply today.

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