At a Glance
- Tasks: Support financial advisers by analysing client info and preparing detailed financial reports.
- Company: Established wealth management practice focused on personalised financial planning.
- Benefits: Competitive salary up to £50,000, Monday to Friday hours, and a supportive team environment.
- Other info: Opportunity for career growth in a relationship-driven practice.
- Why this job: Make a real difference in clients' financial lives while developing your skills in a dynamic field.
- Qualifications: Experience in financial planning or paraplanning is preferred, along with strong analytical skills.
The predicted salary is between 50000 - 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.
