Paraplanner
 Pensions and Retirement
 Cheshire
£40,000 - £45,000

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Paraplanner

Ref: 2062| Posted: 26th Sep 2025

Eventus Recruitment are seeking a highly skilled Paraplanner to join a Financial Planning business based in Knutsford, Cheshire. This is a permanent, full-time Paraplanner job offering £40,000 – £45,000 per annum, 25 days holiday, flexible start and finish times, 5% pension, and multiple health insurances. The Paraplanner job will be based in the Knutsford office, with occasional travel to other sites. This is an excellent opportunity for a Financial Planning professional with strong technical skills to join a well-established and supportive team environment.

Job Responsibilities

The incoming Paraplanner will provide vital support to the Partner and Practice Manager, ensuring that clients receive high-quality financial planning advice and service. Key responsibilities of this Paraplanner job in Knutsford include:

  • Fully analysing clients’ requirements, developing cash flow models, and accurately recording client data.

  • Researching and analysing financial products to meet client objectives.

  • Constructing financial planning solutions across investment, retirement, tax, and estate planning, supported by computer models and reports.

  • Preparing suitability letters and reports in collaboration with administrators, ensuring compliance and accurate back-office records throughout the advice process.

  • Preparing client reviews, updating cash flow models, and producing investment performance reviews and supporting reports.

  • Attending client meetings alongside the Partner and dealing with general client queries.

  • Working with colleagues to prepare applications and provider forms, ensuring clients are kept updated throughout.

  • Maintaining up-to-date knowledge of templates, advice notes, regulations, and legislation.

  • Handling a wide variety of financial planning cases including EIS, VCTs, DFM replacements, IHT and estate planning, protection policies, and SIPPs.

Person Specification

The successful applicant for this Paraplanner job in Knutsford will have previous experience working within an IFA or Wealth Management environment. Essential attributes include:

  • Previous paraplanning experience with a strong technical background.

  • Minimum Level 4 Diploma PFS qualified.

  • Chartered Financial Planner status (or working towards) is highly desirable.

  • Strong knowledge of specialist case types including EIS, VCTs, DFM replacements, IHT and estate planning, protection, and SIPPs.

  • Knowledge of major research systems.

  • Experience in pensions, investments, protection, and the Pension Transfer market.

  • Strong IT literacy, particularly Microsoft Office, and familiarity with back-office systems.

  • Excellent organisational skills, strong numeracy, and exceptional attention to detail.

  • Effective communication skills with the ability to manage multiple priorities.

  • A proactive, positive, and client-focused approach.

Benefits and Rewards

This permanent Paraplanner job in Knutsford offers a wide range of rewards and benefits, designed to support well-being and professional growth, including:

  • Competitive salary of £40,000 – £45,000.

  • 25 days holiday.

  • Flexible start and finish times.

  • 5% pension contribution.

  • Multiple health insurances.

  • Opportunity to work closely with senior leadership in a supportive team environment.

About the Company

The hiring company is a highly regarded Financial Planning business based in Knutsford, Cheshire, with an excellent reputation for delivering outstanding client service. They are committed to providing holistic financial advice across investments, retirement, estate planning, and protection. Employees enjoy a collaborative, professional, and supportive working environment, where continuous learning and technical expertise are encouraged.

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.