Paraplanner
With real study support, a progression pathway built around the individual and a salary of £45,000 to £50,000, this is a senior-level paraplanning role in a well-regarded wealth management practice in Knutsford. A genuine career move for an experienced Paraplanner who wants ownership, not just throughput.About the firm:This is a well-established wealth management practice based in Knutsford, Cheshire, advising personal and corporate clients across Cheshire and Greater Manchester. Led by a Chartered Financial Planner, the practice has built a strong reputation for client service and a holistic, relationship-led approach to advice. The operational side is run by a supportive practice manager, which keeps the place steady and well organised. The firm genuinely backs the right people to develop, building a progression pathway around the individual rather than off a template.The role:This is a hands-on, senior-level paraplanning role with real ownership and variety. You''ll be the technical backbone behind a team of advisers, taking full responsibility for the written advice and client files that sit behind every recommendation.Writing suitability letters and reports across pensions, investments, tax and estate planningAnalysing client requirements and building and updating cash flow modelsResearching financial products and constructing planning solutionsTaking full responsibility for client files and back-office records through the advice processPreparing client reviews, investme
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