Paraplanner - Leading Wealth Management Firm | Knutsford | Hybrid | £45,000 - £50,000 Bonus & Benefits Are you a Diploma-qualified Paraplanner ready to take the next step in your career? We’re partnering with one of the UK’s most respected integrated Wealth Management firms to find a talented individual to join their Knutsford-based team. The Role This is an exciting opportunity to join a market-leading financial planning organisation as a Paraplanner, working closely with experienced Financial Planners—including a Senior Partner—on complex and rewarding client cases. You’ll play a key role in crafting tailored financial advice, conducting in-depth technical research, and preparing comprehensive suitability reports across a broad range of financial planning areas. Key Responsibilities: Collaborate closely with Financial Planners to deliver high-quality, compliant advice Prepare clear and accurate suitability reports and perform technical research across a wide array of financial products and planning strategies Support in client meetings, including delivering cashflow modelling and technical responses Maintain accurate and up-to-date client records, ensuring all regulatory standards are met Manage your workload effectively and proactively support business targets Contribute to local and national financial planning projects About You: Level 4 Diploma in Financial Planning (DipPFS) is essential Solid paraplanning experience within wealth management or financial planning Strong technical knowledge and experience delivering written advice Excellent communication and stakeholder management skills A proactive approach to professional development—ideally working towards Chartered status Why Join? Hybrid Working : Minimum 2 days in the Knutsford office post-training; flexibility to work from home Career Progression : Opportunities to grow into senior roles or transition to advising through an in-house Adviser Academy Generous Package : Competitive salary (circa £45K-£50K DOE), bonus (10%), and a comprehensive suite of core and voluntary benefits Benefits Highlights Include: Private Medical Insurance & Income Protection Generous Holiday Entitlement Option to Buy Extra Days Fully Funded Professional Qualifications & Study Support Company Pension, Life Assurance, and Employee Assistance Programme Plus voluntary extras like gym discounts, dental & travel insurance, health cash plan, and more This is a fantastic opportunity to be part of a forward-thinking firm that places professional development, client care, and innovation at the heart of everything they do.