Paraplanner

Job Role: Paraplanner

Location: Cheshire, SK9

Salary: £35,000 - £40,000 + Benefits

Reference Number:

Recruit UK is working with a forward-thinking wealth management firm in Cheshire who are seeking a skilled Paraplanner to join their growing team.

The company is backed by a nationwide financial planning organisation with years of experience developing chartered financial planning professionals through the industry.

Why this role?

This is more than just paraplanning. It's about being part of a supportive team that genuinely believes in changing clients' lives through financial planning. You'll be trusted as a technical expert, encouraged to use your curiosity and problem-solving skills, and given the space to develop your career towards Chartered status if that's your ambition.

What you'll be doing

• Partnering with Financial Planners to deliver first-class financial solutions.
• Preparing detailed suitability reports and supporting documentation.
• Conducting in-depth cashflow modelling to bring financial plans to life.
• Researching investment, tax, protection, and retirement strategies to recommend tailored client solutions.
• Liaising with compliance, product providers, and external paraplanners to ensure robust, compliant outcomes.
• Playing an active role in client reviews and meetings where appropriate.
• Supporting and mentoring trainee paraplanners and contributing to a collaborative team environment.

What we're looking for

• Experienced Paraplanner (not a trainee role).
• Ideally Diploma qualified (Level 4) or working towards Chartered status.
• Strong knowledge of investments, pensions, protection, trusts, and tax planning.
• Confident with cashflow planning tools and financial software.
• Organised, detail-driven, and proactive - able to manage deadlines with ease.
• A great communicator who thrives in a team environment and cares deeply about doing the right thing for clients.

What's on offer

• Salary £35,000 - £40,000 (Higher negotiable depending on experience).
• Company pension scheme.
• Private medical insurance.
• Life insurance cover.
• A supportive team culture with genuine career development opportunities.

The opportunity

This is your chance to join a business that puts people before process - where your technical skills will be recognised, your career ambitions supported, and your voice heard. If you want to work somewhere that values professionalism, collaboration, and curiosity, this could be the next step in your career.

Apply today through Recruit UK Ltd and take the next step in your career

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Cheshire on a Paraplanner role.

Our commitment to you

Start every journey with a conversation to find out about you in depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

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