Paraplanner - Wealth Management
Location: Knutsford, Cheshire
Salary: Open, dependent on experience & proven track record

Are you an experienced Paraplanner looking to take the next step in your career with a respected Wealth Management firm in Knutsford?

We're seeking a talented professional with ideally 3-4+ years' experience in paraplanning, who can bring both technical knowledge and a keen eye for detail to a growing and dynamic team.

You'll need to be confident in producing high-quality reports and recommendations across a broad spectrum of financial planning areas, including but not limited to:

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Pension transfers, investments & replacements

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Drawdown strategies

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Protection planning

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Inheritance Tax planning

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EIS & VCT investments

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DFM replacements

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SIPP & SSAS arrangements

This is a fantastic opportunity for someone who enjoys working collaboratively, thrives on technical detail, and wants to play a key role in delivering outstanding financial solutions for clients.

What we're looking for:

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Solid paraplanning experience (3-4 years +) within a Wealth Management or Financial Planning environment.

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Excellent technical knowledge across pensions, investments, and tax-efficient planning.

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Strong report-writing skills and the ability to work closely with Advisers to deliver clear, compliant, and client-focused solutions.

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Someone proactive, professional, and eager to contribute to a high-performing team.

What's on offer:

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Competitive salary package - completely flexible and reflective of your experience and proven track record.

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The chance to join a forward-thinking Wealth Management firm with a supportive team culture.

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Genuine career development opportunities for the right individual.

If you're a skilled Paraplanner looking for a new challenge in Knutsford, we'd love to hear from you