At a Glance
- Tasks: Support financial advisers by analysing client needs and preparing detailed financial reports.
- Company: Established wealth management practice in Knutsford with a relationship-led approach.
- Benefits: Competitive salary, flexible working, 28 days leave, and support for professional exams.
- Other info: Opportunity for career growth and ongoing training in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 2+ years of paraplanning experience and familiarity with financial products.
The predicted salary is between 30000 - 50000 £ per year.
Location: Knutsford
Basic Salary: Up to 50,000 dependant on experience
Hours: 9am - 5pm, Monday - Friday
About our client and the role:
Swarm Recruitment are delighted to be supporting an established wealth management practice, based in Knutsford, who provide tailored financial planning services to individuals, families, and business owners. The firm specialises in investment planning, retirement and pension advice, mortgages, estate planning, protection solutions, and later-life planning, delivering personalised strategies that reflect each client’s goals, responsibilities, and lifestyle.
Alongside personal financial planning, the business supports corporate clients with tax-efficient strategies, director and employee protection, and pension guidance. With a relationship-led approach, the practice focuses on building long-term partnerships, offering ongoing support and expert advice to help clients grow, protect, and preserve their wealth over time.
You will provide technical support to financial advisers, helping to deliver high-quality financial planning advice to clients. The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice. Analysing client information, researching suitable financial products, preparing cash flow models, and producing detailed financial planning and suitability reports across areas such as investments, pensions, retirement planning, tax planning, and protection. Maintaining accurate client records and assisting with client review processes, ensuring recommendations are well researched, compliant, and aligned with client financial goals.
Salary & Benefits:
- £30,000 - £50,000 dependant on experience
- Support for undertaking professional exams
- Flexible / remote working options
- 28 days annual leave plus bank holidays
- Additional day off for Birthday
- Paid sick leave before SSP
- 5% Employer Contribution – Salary sacrifice NEST
- 1 day working from home after probation is passed
Responsibilities:
- Analyse client requirements, develop cash flow models, and maintain accurate client records
- Research and recommend financial products, creating solutions across investments, retirement, tax, and estate planning.
- Prepare suitability letters, reports, and all supporting documentation, managing client files throughout the advice process.
- Process applications and submissions accurately, tracking progress with clients, advisers, and providers.
- Support client reviews, updating cash flow models, investment performance, and producing relevant reports.
- Assist colleagues through training, knowledge sharing, and maintaining operational best practices.
- Liaise with administrators and attend client meetings as needed, responding to queries efficiently.
- Keep up to date with templates, advice notes, and undertake regular technical training to maintain competence.
Skills and experience:
- Must have: A minimum of 2 years’ paraplanning experience working within an IFA or Wealth Management environment
- Preferred: Level RO 1-6 (Level 4 Diploma PFS) qualified or working towards it with good industry experience
- Familiar with all major research systems (e.g. analytics / Voyant etc)
- Experience of the pension transfer market
- A comprehensive understanding of the Quality of Documentation standards both in advice and compliance
- Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Desirable: An excellent understanding of SJP’s technical platforms
- Salesforce / My Practice and ibusiness, would be advantageous
- The ability to manage complex work, including trust work, IHT planning, multi-trusts, EIS, BCT, and ITSEs
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Locations
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cheshire, Knutsford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swarm Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Cheshire, Knutsford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swarm Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swarm Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swarm Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swarm Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swarm Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swarm Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
