Paraplanner Work, Jobs in Winnington, Chs (with Salaries)

Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
Senior Paraplanner
RGH‑Global Limited —Knutsford
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Communication skills
10d
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Paraplanner
Moneytree Financial Solutions —Runcorn
- £26,000 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
4d
Paraplanner - Fixed Term Contract
Attivo Group —Liverpool
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
3d
Paraplanner
Perspective Financial Group —Crewe
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Paraplanner
RGH‑Global Limited —Liverpool
- £38,000 - £50,000 a year
- Organisational skills
- Communication skills
- Analytics
Paraplanner (Stoke on Trent)
Perspective Financial Group —Stoke-on-Trent
- Monday to Friday
- Organisational skills
- Communication skills
- Referral programme
3d
Paraplanner
K3 Advisory Group —Manchester
- Hybrid work
- Profit sharing
Quick apply
Paraplanning
Equilibrium Financial Planning —Wilmslow
- Up to £45,000 a year
- Annual leave
- Work from home
Paraplanner
Hoxton Wealth —Liverpool
- Data analysis skills
- Analysis skills
- Bachelor's degree
Quick apply
PICOP Paraplanner
Swiss Life Global Solutions —Bury
- Annual leave
- Employee assistance programme
IFA Administrator
RGH‑Global Limited —Liverpool
- £25,000 - £30,000 a year
- Full-time
- Communication skills
- Annual leave
Client Manager
Equilibrium Financial Planning —Wilmslow
- £32,000 - £50,000 a year
- Annual leave
Senior Client Manager
Equilibrium Financial Planning —Wilmslow
- £50,000 - £70,000 a year
- Mentoring
- Training & development
- Annual leave
- Work from home
Financial Planner
Partnership Recruitment —Haydock
- Hybrid work
- Business development
- School

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Paraplanner

Eventus Recruitment Group
Knutsford

Apply Now

Job details

Permanent
£45,000 a year

Benefits

Company pension

Qualifications

Financial planning
Pension
Suitability report preparation
Microsoft Office Suite

Full job description

Eventus Recruitment are seeking a Paraplanner / Senior Paraplanner for a well-established wealth management practice in Knutsford, Cheshire. This is a full-time, permanent job paying £45,000 with a 5% employer pension, 25 days' holiday plus bank holidays, a discretionary bonus and genuine study support. Based in the firm's Knutsford office with hybrid working, Monday to Friday, 9am to 5pm, this is a senior-level opportunity for an experienced paraplanner who wants real ownership of the technical work and a progression pathway built around them. You'll be the technical backbone of a well-run practice that is known for strong client service and that genuinely backs its people to develop.

About the Job

As the incoming Paraplanner, you'll take full ownership of the written advice and client files that sit behind every recommendation. Working closely with the advisers and the practice manager, you'll be the technical engine of the practice, trusted to get the documentation right and to keep client work moving. This is a senior-level role with real responsibility and variety, not a production line.

Key responsibilities include:

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 financial planning solutions
Taking full responsibility for client files and back-office records throughout the advice process
Preparing client reviews, investment performance reviews, analytics and external plan summaries
Supporting advisers and colleagues on documentation quality and standards
Attending client meetings alongside the Partner and handling client queries
Processing applications and submissions and keeping management information accurate
Progressing cases with ceding schemes and third parties through to completion

About You

This job opportunity will suit an experienced Paraplanner who takes personal ownership of quality and works well under pressure. With at least two years behind you in a financial planning practice, you'll be confident running the technical work with minimal supervision. A calm, organised approach and a genuine interest in developing yourself and those around you will serve you well here.

You should also be able to demonstrate the following:

At least two years' paraplanning experience within an IFA or wealth management practice
Experience of the pension transfer market
Confidence with major research and cash flow tools such as analytics and Voyant
Level 4 Diploma in Regulated Financial Planning, or working towards it
Strong report writing, numeracy and attention to detail
Good working knowledge of Microsoft Office

Benefits and Rewards

Alongside a salary of £45,000 depending, the practice offers a supportive, well-run environment and the following:

Salary of circa £45,000 depending on experience
5% employer pension contribution
Discretionary bonus
25 days' holiday plus bank holidays
Genuine study support and an individual progression pathway
Hybrid working, Monday to Friday, 9am to 5pm

About the Firm

The employer is a well-established wealth management practice based in Knutsford, 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 financial planning. The operational side is run by a supportive practice manager, which keeps the practice steady and well organised. It is a firm that genuinely invests in its people, backing the right individuals through study and building progression around them rather than off a template, which makes it a strong environment for an ambitious paraplanner to develop.

Next Steps

Apply now if your skills and experience align with this Paraplanner / Senior Paraplanner job. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group via email at [email protected] 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.

Apply Now

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