Paraplanner

With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput.

About the firm:

This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template.

The role:

This is a hands-on, senior-level paraplanning role with real ownership and variety. You'll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation.

• Writing suitability letters and reports across pensions, investments, tax and estate planning
• Analysing client requirements and building and updating cash flow models
• Researching financial products and constructing planning solutions
• Taking full responsibility for client files and back-office records through the advice process
• Preparing client reviews, investment performance reviews and external plan summaries
• Supporting advisers and colleagues on documentation quality and standards
• Processing applications and submissions and keeping management information accurate

What you'll need:

• At least 2 years' paraplanning experience within an IFA or wealth management practice
• Experience of the pension transfer market
• Confident with major research and cash flow tools such as analytics and Voyant
• Level 4 Diploma in Regulated Financial Planning, or close to completion
• Strong report writing, numeracy and attention to detail
• Good working knowledge of Microsoft Office

The package:

• Salary of £45,000 to £50,000 depending on experience
• 5% employer pension contribution
• Discretionary bonus
• 25 days' holiday plus bank holidays
• Genuine study support and a progression pathway built around you
• Hybrid working, Monday to Friday, 9am to 5pm

Next steps:

Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.