Trainee Paraplanner

Trainee Paraplanner - Knutsford
Location: Knutsford, Cheshire
Salary: Up to £35,000 (DOE)
Full-Time | Permanent | Hybrid

NJR Recruitment is proud to be working in partnership with a Chartered financial planning firm based in Knutsford, known for its high standards, prestigious client base, and ambitious growth plans. With over £420m in assets under management, this firm is expanding its Paraplanning team and seeking a Trainee Paraplanner to join their modern and collaborative environment.

About the Opportunity

This is a fantastic role for someone with at least two years of experience in a Paraplanning Assistant or Trainee Paraplanner role with is ready to progress into something more involved/technical. You’ll gain exposure to technical tasks, client contact, research, and suitability reporting - all with a clear development path toward full Paraplanner status.

Key Responsibilities

• Support experienced paraplanners in delivering high-quality research and reports
• Interpret adviser instructions from client meetings and act on them accordingly
• Maintain accurate records in back-office systems (Intelligent Office preferred)
• Prepare suitability reports in line with a structured training programme
• Analyse client information and conduct fund/platform research
• Obtain provider illustrations and documentation
• Liaise with clients and providers to follow up on outstanding queries
• Ensure client files meet ongoing compliance standards

What We’re Looking For

• Minimum of 2 years' experience in a financial planning environment
• Progress toward the Level 4 Diploma in Regulated Financial Planning
• Good understanding of pensions, investments, and protection products
• Strong organisational skills and attention to detail
• Confident user of MS Word, Excel, Outlook; experience with platform software preferred
• Clear communicator - both written and verbal
• Positive, driven, and accountable individual who thrives in a team

What’s on Offer

• Competitive salary up to £35,000
• Structured paraplanning training and career development
• Chance to join a growing firm with Chartered status and ambitious plans
• Supportive, professional team environment
• Exposure to high-quality clients and complex financial planning work

Ready to Take the Next Step?

If you're eager to move into a technical paraplanning role and build a rewarding career in wealth management, apply now with your CV or get in touch with NJR Recruitment today quoting NJR15861