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paraplanner jobs in Wilmslow

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    • This is a senior-level paraplanning role for someone ready to be the technical backbone of a well-established wealth management practice in Knutsford.
    • The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice.
    • Manchester Area (Hybrid – 2 Days WFH)*.
    • This role is ideal for someone looking to develop their technical knowledge and build a long-term career within…
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    • Prospective candidates will need 3 years previous paraplanning experience.
    • The role involves report writing for a wide variety of products.
    • The role involves supporting the paraplanners and financial advisers.
    • Duties include researching the market, analysing clients existing portfolios, cashflow…
    • Attend technical knowledge seminars and investment meetings as required, including internal paraplanner meetings.
    • Pensions including SIPP and SSAS.
  • View similar jobs with this employer
    • The successful candidate will support financial advisers by preparing reports, analysing data, and ensuring the smooth delivery of client services.
  • View similar jobs with this employer
    • Support the delivery of the financial planning and advice process to clients by providing.
    • Technical research, analysis and report writing services to Financial…
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    • Provide support to Senior Paraplanner where necessary, including taking on ad hoc tasks for existing client meetings, prospect clients, enquiries.
    • This is a permanent, full-time role paying up to £45,000, with hybrid working of two days from home and flexible start and finish times, an 10% employer pension…
    • This role will support the UK Finance function and local management team by providing timely, accurate financial reporting and insightful analysis.
    • This role will support the UK Finance function and local management team by providing timely, accurate financial reporting and insightful analysis.
    • You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively…
    • A highly motivated individual with a passion for maximising our customer experience.
    • Delivering excellent customer service dealing with customer's queries to…
    • The Company’s longevity, flexibility, and track record for the development and implementation of innovative production systems have distinguished it as a leader…

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Job Post Details

Paraplanner - job post

Eventus Recruitment Group
Knutsford WA16•Hybrid work
£45,000 - £50,000 a year - Permanent, Full-time

Job details

Pay

  • £45,000 - £50,000 a year

Job type

  • Permanent
  • Full-time

Location

Knutsford WA16•Hybrid work

Benefits

Pulled from the full job description

  • Company pension
  • On-site parking

Full job description

Real study support, a progression pathway built around you, and the chance to take genuine ownership of the technical work in a well-run practice. This is a senior-level paraplanning role for someone ready to be the technical backbone of a well-established wealth management practice in Knutsford.

Why this role stands out:

  • Genuine study support and a progression pathway built around you
  • Full ownership of client files across the advice process
  • Well-established wealth management practice, led by a Chartered planner
  • Strong reputation for client service
  • Operations run by a supportive practice manager
  • Senior scope, including client meetings alongside the Partner

What you'll be doing:

  • Writing suitability letters and reports across pensions, investments, tax and estate planning
  • Analysing client needs and building cash flow models
  • Researching products and constructing financial planning solutions
  • Owning client files and back-office records through the advice process
  • Preparing client reviews, performance reviews and plan summaries
  • Supporting advisers and colleagues on documentation quality

What you'll need:

  • At least 2 years' paraplanning experience in financial planning
  • Experience of the pension transfer market
  • Confident with research and cash flow tools such as Voyant
  • Level 4 Diploma in Regulated Financial Planning, or close to completion
  • Strong report writing, numeracy and attention to detail

The package:

  • 5% employer pension contribution
  • Discretionary bonus
  • 25 days' holiday plus bank holidays
  • Study support and a progression pathway built around you
  • Hybrid working

Next steps:
Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.

The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

INDDM

Pay: £45,000.00-£50,000.00 per year

Benefits:

  • On-site parking

Work Location: Hybrid remote in Knutsford WA16

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