Paraplanner

Paraplanner – Independent Financial Advice Firm, Knutsford (Hybrid, 4 Days Office / 1 Day Home)
£35,000 – £47,000 + Excellent Benefits | Chartered Firm with Outstanding Reputation

A highly regarded and long-established Chartered Financial Planning practice based in Knutsford is seeking a motivated and technically strong Paraplanner to join its close-knit team. This is a fantastic opportunity to become part of a business with an excellent reputation for technical excellence, client service and supportive culture.

Why Join This Firm?

• Chartered, award-winning IFA practice with a strong track record of success

• Experienced team of Financial Planners, Paraplanners and Administrators

• Collaborative environment with direct Planner partnerships and team support

• Development opportunities into Senior Paraplanning, leadership or Advisory roles

• Stable and professional culture, with low staff turnover

• Modern offices in Knutsford with free on-site parking

The Role

As a Paraplanner, you’ll play a central role in the advice process, working closely with a dedicated Financial Planner while also benefiting from a collaborative support structure. Responsibilities will include:

• Conducting technical analysis and product research

• Preparing high-quality, bespoke suitability reports

• Using industry-leading tools such as Intelligent Office, FE Analytics and FinCalc

• Attending client meetings where required to provide technical expertise

• Working alongside Administrators to ensure client service remains first class

This firm places a strong emphasis on team culture, fair workload distribution and maintaining a happy, professional environment.

What You’ll Bring

• Level 4 Diploma in Financial Planning (CII or equivalent) – essential

• Previous experience as a Paraplanner within financial services

• Strong technical knowledge and excellent report writing ability

• A collaborative, proactive mindset with a focus on quality

• Ambition to continue developing professionally – whether as a career Paraplanner or with progression in mind

Career Development

Whether you see your long-term future as a career Paraplanner, Senior Paraplanner, or progressing into an Advisory or leadership role, this firm will support your journey. With growth planned and succession opportunities on the horizon, there are clear pathways for advancement.

Package

• £35,000 – £47,000 depending on experience and qualifications

• Bonus scheme and comprehensive benefits package

• Supportive, professional and friendly working culture

• Hybrid working: 4 days in office / 1 day from home per week (or full-time office-based if preferred)

Sector:

1. Financial Services
2. Financial Planning