Paraplanner (Pensions Management) in Cheshire, Wilmslow

Job Description Up to £50,000 | Hybrid working | Annual bonus | Up to 28 days’ holiday + bank holidays | Up to 5% matched pension | Private medical | Income protection | Fully funded exams & paid study leave | Enhanced family leave | EV salary sacrifice scheme + more We are working with an award-winning, independent Chartered financial planning firm based near Wilmslow, managing over £1.4bn for its clients. The firm is backed by Sovereign Capital and growing by acquisition, which means more complex casework arriving, not less. From there the work is yours: research, analysis and recommendations across pensions, investments and protection; Average portfolio around £800k, with estates, IHT and multi-generational planning a regular part of the work. Client banks are balanced deliberately, so the casework varies. CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification Proven paraplanning experience with a strong understanding of pensions, investments and protection Someone who wants the technical craft long term Comfortable working closely with Client Managers and Financial Planners, and comfortable challenging them constructively If Level 6 and Chartered status is a goal, the firm covers exam fees and study materials and gives you paid study and exam leave. Hybrid, from their Wilmslow office and from home where appropriate, with a flexible working framework that lets you flex hours around business needs. Up to £50,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave, and funded study with paid exam leave.