Trainee Paraplanner
Job in
Knutsford, Cheshire, WA16, England, UK
Listed on 2026-08-11
Listing for:
Mitchell Hall Consulting
Full Time, Apprenticeship/Internship
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Accounting & Finance, Financial Services
Job Description & How to Apply Below
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
Additional Information / Benefits
Plus benefits
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