Eventus Recruitment are seeking a Paraplanner to join an independent financial planning firm in Knutsford, Cheshire. This is a full-time, permanent job paying £40,000 to £46,000 depending on experience, with flexible start and finish times, 1-2 day a week from home, 25 days holiday plus bank holidays and funded CII study support. The paraplanning team in Knutsford is being expanded as part of a medium term growth plan, so the incoming Paraplanner joins a function that is being built rather than one that is standing still. For a technical paraplanner who wants ownership of the written advice and complex casework to work on, this is a strong move.
About the Role
The job of Paraplanner here is the technical engine behind the advice. Working directly with the advisory team, the incoming Paraplanner picks cases up at debrief and carries them through research, analysis and drafting to a finished report. The casework has genuine range, from business owners planning a sale through to inheritance tax and pension transfer work, and there are three pension transfer specialists on the team to learn alongside.
Key responsibilities include:
- Producing suitability reports, client-specific illustrations and key features documents
- Carrying out technical research and analysis across pensions and investments
- Proposing and drafting financial solutions against each client's goals and circumstances
- Taking instructions at adviser debriefs and interpreting the case
- Prioritising your own workload alongside the paraplanning team's
- Preparing existing client files ahead of annual reviews
- Keeping client files compliant on an ongoing basis
About You
This Paraplanner job suits someone already working at a paraplanning role who wants harder cases and more ownership of the written advice. Confidence with a blank page matters here, because report writing and research are the core of the job.
You should also be able to demonstrate the following:
- At least two years' experience in a paraplanning job at a financial planning firm
- Level 4 Diploma in financial planning
- Strong technical knowledge of pensions and investments
- Confident, accurate report writing to support the advice process
- Ability to work within defined processes and reach an agreed outcome without supervision
- Familiarity with back office and platform systems, Intelligent Office useful but not essential
Benefits and Rewards
As well as a salary of £40,000 to £46,000 depending on experience, the incoming Paraplanner will receive:
- CII study support towards Chartered
- 25 days holiday plus bank holidays
- Employer pension contributions
- 4x death in service
- Flexible start and finish times
- 1-2 days a week working from home
- Free parking on site
About the Firm
The employer is an independent, whole-of-market financial planning firm that has been advising clients across Cheshire and the North West for many years, and it remains owned by the people who founded it rather than a network or a consolidator. Advice runs on a team model rather than a single named adviser, so the work is shared and the technical standard is held collectively. Several of its advisers were named Top Rated in the 2025 VouchedFor guide and the firm holds the Pension Transfer Gold Standard, which tells you something about the depth of the casework. It is a firm that has grown steadily rather than by acquisition, invests in its people, and has an excellent reputation locally.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular 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.