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Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Knutsford-based team.
The Role
This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas.
Key Responsibilities:
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Collaborate closely with Financial Planners to deliver high-quality, compliant advice
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Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies
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Support in client meetings, including delivering cashflow modelling and technical responses
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Maintain accurate and up-to-date client records, ensuring all regulatory standards are met
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Manage your workload effectively and proactively support business targets
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Contribute to local and national financial planning projects
About You:
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Level 4 Diploma in Financial Planning (DipPFS) is essential
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Solid paraplanning experience within wealth management or financial planning
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Strong technical knowledge and experience delivering written advice
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Excellent communication and stakeholder management skills
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A proactive approach to professional development—ideally working towards Chartered status
Why Join?
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Hybrid Working: Minimum 2 days in the Knutsford office post-training; flexibility to work from home
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Career Progression: Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy
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Generous Package: Competitive salary (circa £45K-£50K DOE), bonus (~10%), and a comprehensive suite of core and voluntary benefits
Benefits Highlights Include:
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Private Medical Insurance & Income Protection
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Generous Holiday Entitlement + Option to Buy Extra Days
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Fully Funded Professional Qualifications & Study Support
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Company Pension, Life Assurance, and Employee Assistance Programme
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Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more
This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.
