Chester Rose
Technical Paraplanner (Financial Planner Development Pathway)
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📍 Location: Primarily remote role with occasional travel to our Newbury office. Applicants should be based within approximately 1–1.5 hours of Newbury.
🕒 Full-time | Competitive salary + benefits
Are you an experienced Paraplanner with ambitions to become a Financial Planner?
Chester Rose Financial Planning is seeking a technically strong and ambitious Paraplanner to join our growing team. This is a unique opportunity for someone who enjoys the technical side of financial planning but ultimately wants to transition into a client-facing Financial Planner role.
For the first 18–24 months, you will play a key role within our Paraplanning team, developing a detailed understanding of our clients, advice process and technical standards. During this time, you will receive ongoing support, mentoring and development with the aim of transitioning into a Financial Planner role.
What you'll be doing
- Producing high-quality suitability reports and recommendation letters
- Conducting technical research across pensions, investments, protection and estate planning
- Supporting Financial Planners with complex client cases and planning strategies
- Preparing cashflow modelling and financial planning analysis
- Reviewing existing client arrangements and identifying planning opportunities
- Working closely with advisers to develop your understanding of client relationships and the advice process
- Ensuring client records and documentation are maintained to the highest standard
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What we're looking for
- A minimum of 3 years' Paraplanning experience
- Strong technical knowledge across pensions, investments, protection and estate planning
- Diploma qualified (Level 4) through the CII or CISI as a minimum
- Ideally working towards Chartered status
- A genuine ambition to become a Financial Planner within the next 18–24 months
- Excellent analytical, technical and report-writing skills
- A proactive individual who is keen to develop their technical expertise whilst building the skills required to become a trusted Financial Planner
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Why join Chester Rose?
- Primarily home-based role with flexibility
- A genuine and structured pathway to becoming a Financial Planner
- Mentoring and support from experienced Financial Planners
- Exposure to a wide range of complex planning scenarios and high-quality clients
- Chartered Financial Planning environment
- Ongoing professional development and study support towards Chartered status
- The opportunity to build long-term client relationships and develop into an adviser role
This role is ideal for an ambitious Paraplanner who has strong technical foundations and is ready to take the next step towards a career in Financial Planning.
📩 Apply now or get in touch for a confidential conversation.
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