Paraplanner - mbf. : Job Details

ParaplannerLocation: Knutsford, Cheshire (Hybrid Working Available)Salary: Up to £48,000 DOE + Bonus + BenefitsFull-time | Permanent

An exceptional opportunity has arisen for an experienced Paraplanner to join a growing, Chartered wealth management firm based in Knutsford, Cheshire. Known for delivering tailored financial planning solutions to high-net-worth individuals and corporate clients, this firm is expanding its Paraplanning team to support continued business growth and uphold its commitment to professional excellence.

This well-established financial planning firm, managing over £350 million in client assets, has earned Chartered status and a reputation for high-quality advice and robust compliance. With ambitious growth plans over the next five years, they offer a supportive, forward-thinking environment and a strong platform for career progression within a collaborative team.

As a Paraplanner, you’ll provide vital support to advisers and play a key role in delivering an efficient and compliant service to clients. Your main duties will include:

• Servicing existing business and preparing documentation for ongoing advice

• Handling platform-based work and producing client illustrations

• Regular communication with clients and platform providers

• Analysing client information and conducting financial research

• Producing high-quality, compliant suitability reports

• Preparing and maintaining audit-ready client files

• Supporting advisers by developing financial solutions tailored to client objectives

• Upholding operational effectiveness and managing risk with precision

The ideal candidate will be technically proficient, highly organised, and confident working within a fast-paced, regulated environment. Key requirements include:

• Minimum 2 years’ experience in a Paraplanning role

• Level 4 Diploma qualified (or near completion)

• Strong technical knowledge in pensions, investments, and financial planning

• Skilled in producing detailed, compliant suitability reports

• Able to prioritise tasks independently and work to deadlines

• Excellent communication and interpersonal skills

• A collaborative, solutions-focused approach

• Salary up to £48,000, based on experience and qualifications

• Annual performance-based bonus

• 25 days holiday + bank holidays

• Employer pension contributions

• 4x Death in Service benefit

• Flexible and hybrid working options

• Free on-site parking