ALTRINCHAM
Position: Paraplanner
Location: Knutsford – 4 days in-office, 1 day remote
Salary: Up to £45,000 DOE
Contract: Full-time, Permanent
About the Role:
We are seeking an experienced Paraplanner to join a small, dynamic financial planning firm in Knutsford. This is a dedicated paraplanning role, ideal for someone committed to building a long-term career in paraplanning, supporting high-net-worth clients and helping the firm deliver exceptional advice.
Key Responsibilities:
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Prepare full suitability reports for clients, covering investments, pensions, and protection solutions.
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Conduct detailed research on products, funds, mortgages, and protection policies to identify appropriate solutions.
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Liaise with clients and product providers to gather information and resolve queries.
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Support advisers in delivering high-quality financial advice while ensuring all work meets regulatory standards.
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Maintain accurate client records and ensure compliance with internal procedures and regulatory requirements.
Requirements:
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Several years’ experience in a paraplanning role within a financial planning environment.
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Strong technical knowledge and attention to detail.
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Ability to work effectively in a small team and manage multiple tasks.
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Commitment to a long-term career in paraplanning.
Benefits:
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Competitive salary up to £45,000 depending on experience.
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Flexible working: 4 days in the office, 1 day remote.
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Opportunity to develop technical expertise and career progression within a high-net-worth client base.