Paraplanner
 Pensions and Retirement
 Cheshire
£40,000

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Paraplanner

Ref: 2059| Posted: 25th Sep 2025

Eventus Recruitment are seeking an experienced Paraplanner to join a Financial Planning business based in Wilmslow, Cheshire. This is a permanent, full-time Paraplanner job offering a competitive salary of £40,000 per annum, plus excellent benefits including hybrid and remote working options. This Paraplanner job has arisen due to the firm’s growth plans, making it a fantastic opportunity to join an established and successful Financial Planning practice. Employees at this Wilmslow office enjoy working in a relaxed, friendly, autonomous yet supportive environment. Benefits include 25 days holiday plus bank holidays, bonus scheme, flexible working policy (core hours 10am to 4pm), private medical insurance and a pension contribution of up to 5%.

Job Responsibilities:

The Paraplanner will support the Financial Planners in providing, implementing and reviewing tailored advice and strategies for clients. This will include monitoring and reporting on a variety of financial products.

Other responsibilities within this Paraplanner / Financial Planning job include:

  • Supporting Consultants in preparing accurate financial plans and suitability reports.

  • Attending client meetings with Advisers.

  • Supporting Advisers with research and analysis to meet client needs and objectives.

  • Developing a full understanding of Holistic Financial Planning (Lifestyle Planning).

  • Dealing with all aspects of advice such as Inheritance Tax Planning and Trusts.

  • Working collaboratively with colleagues across the business to achieve agreed outcomes.

  • Managing workflow and delivery effectively to meet tight deadlines.

  • Providing technical guidance to the Client Services Team (CST) and assisting with compliance queries.

  • Ensuring advice is implemented accurately and compliantly.

  • Undertaking continuous professional development to meet regulatory and personal development requirements.

Person Specification

The incoming Paraplanner will bring a blend of technical expertise, professional qualifications and interpersonal skills. Essential qualities include:

  • Strong knowledge of the financial planning process and suitability reporting.

  • Excellent report writing and cashflow forecasting experience.

  • Confidence and credibility when attending client meetings.

  • Experience working in a Paraplanner job within Financial Planning.

  • Diploma qualified (CII Level 4 Diploma in Financial Planning) and ideally progressing towards Chartered status.

  • Strong IT skills, including Microsoft Word and Excel.

  • Attention to detail, accuracy, and ability to prioritise workloads under pressure.

  • Excellent communication skills, both written and verbal.

  • Team-oriented, client-focused, proactive and motivated to improve and develop.

Benefits and Rewards

This Paraplanner job offers a wide range of excellent rewards and benefits, including:

  • £40,000 salary per annum.

  • Pension contribution up to 5% from the employer.

  • 25 days holiday plus bank holidays.

  • Flexible working policy with core hours of 10am – 4pm.

  • Hybrid and remote working opportunities.

  • Bonus scheme.

  • 4 x salary Death in Service cover.

  • Private medical insurance.

  • Study support.

  • Free parking.

  • Health cash plan.

  • Regular paid social events.

About the Company

The hiring company is a successful, expanding Financial Planning business with offices in Wilmslow, Cheshire. The employer has built a supportive, collaborative culture where employees thrive in a friendly and professional environment. With a focus on long-term financial planning, the business provides bespoke wealth management and lifestyle financial planning solutions to a wide range of clients. The firm is proud of its relaxed yet professional working environment, flexible working policy, and strong employee retention.

Next Steps

Apply now if your skills and experience align with this Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. 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 on the bottom of our website.