Job Details

Trainee Paraplanner

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  • Knutsford, Cheshire East
  • £30000 - £33000/annum Plus benefits
  • Accounting/Financial/Insurance
  • Permanent
Date posted: 04/09/2026 11:41:27 AM

Description

Trainee Paraplanner role - leading Wealth Practice! Leading bespoke IFA Wealth practice are looking to augment their team at the Knutsford office by recruiting a Trainee Paraplanner. You'll be supporting the Paraplanner/Advice team, creating suitability letter/reports, undertaking Paraplanner training, analysing client data, creating illustrations, amongst other duties. A competitive salary package is on offer with this role, to £33,000 PA, plus support with Diploma exams, hybrid working, making this a sought after opportunity! Ideally, you'll have 2 years experience within a Wealth/IFA practice, experience with platform providers, computer literate, knowledge of the financial planning system and ideally working towards Level 4 Diploma in Financial Planning! Click and apply ASAP as my client is drawing up a short list for interview

Job Details

Location Knutsford, Cheshire East
Job Type Permanent
Language English
Salary £30000 - £33000/annum Plus benefits

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