Job Advert: Paraplanner Location: Knutsford Salary: Between £30,000-£40,000 Reference Number: 9616 Overview: An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning practice, providing support to a team of client-facing advisers. If you have a passion for delivering high-quality paraplanning services and enjoy working in a professional, supportive environment, this could be the perfect role for you. What can you expect? Salary: £30,000 - £40,000 (depending on experience and qualifications). 25 days holiday per year. 4x Death in Service Benefit. Employer pension contributions. Flexible working hours. Business Park location with free parking. Support for professional development and further study to advance within the business. Key Responsibilities: Receive instructions from advisers following client meetings and interpret the data provided. Analyse client information and conduct thorough research using various tools to provide tailored solutions. Consolidate client needs and objectives into clear recommendations and action plans, delivered through suitability reports, illustrations, and key features documents. Ensure all tasks comply with company procedures and regulatory standards. Prepare client files for reviews and ensure they remain compliant on an ongoing basis. Research and analyse appropriate financial products and services based on individual client circumstances. Propose and draft financial solutions that meet each client’s goals, needs, and objectives. Relevant Skills and Experience: A minimum of 2 years’ experience in a Paraplanning role, preferably within an independent financial adviser (IFA) environment. A clear understanding of the financial planning process. Ability to produce professional, technical reports that support the advice process. Strong organisational skills, with the ability to work without supervision and meet agreed outcomes. Capable of prioritising your workload and managing the Paraplanning team’s tasks. Technical knowledge of investments and pensions advice. Proficiency in MS Word, Excel, Outlook, and Intelligent Office. Qualifications: Level 4 Diploma qualified in financial planning. High-level knowledge of investment and pension products. If you are a highly motivated paraplanner with a strong technical background and a desire to contribute to a growing practice, apply now to be part of our supportive and forward-thinking team! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Knutsford on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.