Paraplanner
Job Title: ParaplannerLocation: KnutsfordBasic 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 prote
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