Trainee Paraplanner

Job in Knutsford, Cheshire, WA16, England, UK

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

Salary/Wage Range or Industry Benchmark: 30000 - 33000 GBP Yearly GBP 30000.00 33000.00 YEAR

Job Description & How to Apply Below

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

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