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Senior Paraplanner
Job Posted: 3 days ago
Salary: £ 35,000 - 46,000 / Annum
Job Type: Permanent
Location: Knutsford, Cheshire East
Expire in: 25 days
Job Description
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 youBefore You Apply
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Looking for your next career move? Join a top company hiring Senior Paraplanner job near me in Knutsford, Cheshire East! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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