Paraplanner Work, Jobs in Frodsham, Chs (with Salaries)

Paraplanner
RGH‑Global Limited —Liverpool
- £35,000 - £50,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Employee discount
- Referral programme
6d
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Microsoft Office
- Financial services
- Communication skills
- Annual leave
6d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
11d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
9d
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
11d

More jobs to discover

Find similar jobs that you might be interested in.

Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
This position bridges the gap between high-level paraplanning and face-to-face client advising, providing a fully funded, transparent route to becoming a fully…
£38,000 - £42,000 a year
Quick apply
4d
Experienced Paraplanner
Countrywide Financial Solutions —Lytham St. Annes
*Research*: Support advisers with research of financial products and funds, conduct technical research on existing and new products.
Up to £50,000 a year
Quick apply

I want to receive the latest job alerts for paraplanner in frodsham, chs

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Paraplanner

RGH‑Global Limited
Liverpool

Apply Now

Job details

Permanent | Full-time
£35,000 - £50,000 a year
6 days ago

Benefits

Company pension
Private medical insurance
Employee discount
Referral programme

Qualifications

Pension
IT
Estate planning
Communication skills

Full job description

Paraplanner

Growing Independent Financial Planning Firm
Based in Liverpool | Hybrid Working Available | Up to £50,000 + Excellent Benefits

The Opportunity

A successful and expanding independent financial planning practice is looking for an experienced Paraplanner to join its growing team. This is a great opportunity for someone who enjoys the technical side of financial planning and wants to be part of a supportive, forward-thinking business that delivers high-quality, holistic advice to clients across the UK.

You’ll play a key role in supporting advisers, producing detailed research, and preparing well-constructed advice reports that make a real difference to client outcomes.

What You’ll Be Doing

Preparing high-quality suitability reports and technical research
Analysing client information and existing financial arrangements
Supporting advisers across a wide range of advice areas including pensions, investments, protection, and tax planning
Getting involved in more complex planning such as trusts, estate planning, and IHT mitigation
Preparing cashflow models and scenario planning
Ensuring all advice is compliant, detailed, and clearly communicated
Working closely with colleagues to deliver an excellent client experience

This is a varied, hands-on role with exposure to both straightforward and complex cases.

Skills

Essential:

3+ years experience in a paraplanning role
Strong technical knowledge of pensions, investments, protection, tax planning, and trust structures
Confident writing detailed, accurate, and compliant financial planning reports
Able to manage a busy workload and meet deadlines
Excellent written and verbal communication skills
High level of accuracy and attention to detail

Desirable:

Level 4 Diploma (or close to achieving it)
Experience with estate planning, IHT strategies, and business protection
A proactive, team-focused attitude and willingness to support continuous improvement
Familiarity with cashflow modelling tools and research systems

Whats On Offer

Salary up to £50,000 (depending on experience), plus discretionary performance-related bonus
25 days holiday + bank holidays + birthday off
Paid Christmas shutdown

Employer pension contribution
Death in Service
Private Medical Insurance
Health Cash Plan (dental, optical & more)
Employee discounts and wellbeing programme
Financial support and study leave for qualifications
Referral bonus scheme

Apply Now

Refine Your Search

paraplanner jobs in frodsham, chs

Paraplanner

Paraplanner

IFA Administrator

Client Support Administrator

Financial Adviser (Chorley)

Paraplanner

Central Operations Administrator

More jobs to discover

I want to receive the latest job alerts for paraplanner in frodsham, chs

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected