At a Glance
- Tasks: Prepare suitability letters, analyse client requirements, and manage client files.
- Company: A well-regarded wealth management practice in Knutsford, Cheshire, led by a Chartered Financial Planner.
- Benefits: Salary of £45,000 to £50,000, 25 days' holiday, and genuine study support.
- Other info: Hybrid working from Monday to Friday, 9am to 5pm.
- Why this job: This role offers real ownership and a progression pathway tailored to you.
- Qualifications: At least 2 years' paraplanning experience and Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 45000 - 50000 £ per year.
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
As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Paraplanner in Knutsford employer: The Eventus Recruitment Group
Join a well-established wealth management practice in Knutsford, Cheshire, known for its holistic approach. Enjoy a supportive environment with a practice manager ensuring smooth operations. Benefit from a 5% employer pension contribution and a discretionary bonus.
Contact Details:
The Eventus Recruitment Group Recruitment Team
