Paraplanner

Job Title: Paraplanner

Location: Knutsford

Basic Salary: Up to 55,000 dependant on experience

Hours: 9am - 5pm, Monday - Friday

About our client and the role:

Swarm Recruitment are delighted to be supporting an established wealth management practice, based in Knutsford, who provide tailored financial planning services to individuals, families, and business owners. The firm specialises in investment planning, retirement and pension advice, mortgages, estate planning, protection solutions, and later-life planning, delivering personalised strategies that reflect each client's goals, responsibilities, and lifestyle.

Alongside personal financial planning, the business supports corporate clients with tax-efficient strategies, director and employee protection, and pension guidance. With a relationship-led approach, the practice focuses on building long-term partnerships, offering ongoing support and expert advice to help clients grow, protect, and preserve their wealth over time.

You will provide technical support to financial advisers, helping to deliver high-quality financial planning advice to clients. The role involves supporting the administrators and other paraplanners to deliver efficient operational processes across the practice. Analysing client information, researching suitable financial products, preparing cash flow models, and producing detailed financial planning and suitability reports across areas such as investments, pensions, retirement planning, tax planning, and protection. Maintaining accurate client records and assisting with client review processes, ensuring recommendations are well researched, compliant, and aligned with client financial goals.

Salary & Benefits:

• £30,000 - £55,000 dependant on experience
• Support for undertaking professional exams
• Flexible / remote working options
• 28 days annual leave plus bank holidays
• Additional day off for Birthday
• Paid sick leave before SSP
• 5% Employer Contribution - Salary sacrifice NEST

Working Hours:

• Monday - Friday, 9am - 5pm
• 1 day working from home after probation is passed

Responsibilities:

• Analyse client requirements, develop cash flow models, and maintain accurate client records
• Research and recommend financial products, creating solutions across investments, retirement, tax, and estate planning.
• Prepare suitability letters, reports, and all supporting documentation, managing client files throughout the advice process.
• Process applications and submissions accurately, tracking progress with clients, advisers, and providers.
• Support client reviews, updating cash flow models, investment performance, and producing relevant reports.
• Assist colleagues through training, knowledge sharing, and maintaining operational best practices.
• Liaise with administrators and attend client meetings as needed, responding to queries efficiently.
• Keep up to date with templates, advice notes, and undertake regular technical training to maintain competence.

Skills and experience:

• Must have: A minimum of 2 years' paraplanning experience working within an IFA or Wealth Management environment
• Preferred: Level RO 1-6 (Level 4 Diploma PFS) qualified or working towards it with good industry experience
• Familiar with all major research systems (e.g. analytics / Voyant etc)
• Experience of the pension transfer market
• A comprehensive understanding of the Quality of Documentation
• standards both in advice and compliance
• Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)

Desirable:

• An excellent understanding of SJP's technical platforms
• Salesforce / My Practice and ibusiness, would be advantageous
• The ability to manage complex work, including trust work, IHT planning, multi-trusts, EIS, BCT, and ITSEs

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.