Full job descriptionClient-facing paraplanning, full study support to Chartered and beyond, 25 days holiday (+ bank holidays) plus your birthday off, and hybrid working. This is a paraplanner job for someone who wants to be part of the advice, not a paraplanner sat in the background writing reports.
About the firm:
A well-regarded independent financial planning firm in Wilmslow, Cheshire, with a strong high-net-worth reputation built across Cheshire over nearly twenty years. It recently became part of one of the UK’s fastest-growing national advice groups, which brings investment, infrastructure and career headroom while the close-knit local team keeps running the client proposition. This is genuine "full fat" financial planning, cashflow-led, with the paraplanner sat inside the client relationship rather than behind it. Growing the paraplanning team is what has created this paraplanner job.
The paraplanner job:
This is a hands-on, client-facing paraplanning role with real technical variety and genuine responsibility for the advice.
*Building financial plans and sophisticated cashflow models across income, expenditure and net assets
*Carrying out in-depth research across pensions, investments, tax planning and protection
*Attending client meetings, contributing to discussions and helping shape recommendations
*Preparing annual reviews, maintaining plans and producing clear suitability reports that explain the why
*Working inside a client pod alongside a Chartered Financial Planner and an Administrator
What you’ll need as a Paraplanner:
*Proven paraplanning experience, ideally across complex or high-net-worth clients
*Level 4 Diploma in Regulated Financial Planning as a minimum
*Working towards Chartered status, or already Chartered
*A genuine appetite for the technical detail and "what if" scenarios
*The confidence and communication to sit in front of clients
Cashflow modelling experience is a strong advantage.
The package:
*Salary of £45,000 to £48,000 depending on experience
*Discretionary bonus scheme
*25 days holiday plus all bank holidays, plus an extra day on your birthday
*Study support up to Chartered, covering cost, study and exam day leave
*Hybrid working, 3 days in the office and 2 from home, flexible hours between 8am and 7pm
*Private Medical Insurance, 4% pension contribution, 4x death in service and free on-site parking
Next steps:
Apply now if you’re a paraplanner whose skills and experience align with this Paraplanner job in Wilmslow, Cheshire. Alternatively, for a confidential conversation about this or other paraplanning opportunities across Cheshire and the North West, contact Duncan McIlroy at Eventus Recruitment Group. If this particular paraplanner job isn’t quite right but you’re considering your next move, I’m always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.