Chartered Senior Paraplanner | Wilmslow | Hybrid Working

A Rare Opportunity to Join a Prestigious UHNW Boutique Wealth Management Firm

My client, a highly respected boutique wealth management firm, is seeking an exceptional Chartered Senior Paraplanner to join its growing team based in Wilmslow.

This is far more than a traditional paraplanning role.

Working closely with senior advisers and the firm's leadership team, you'll play an integral role in delivering sophisticated financial planning solutions for High-Net-Worth and Ultra High-Net-Worth clients. This is a genuinely client-facingposition, giving you the opportunity to attend client meetings, build trusted relationships, and contribute to complex financial planning strategies.

If you're looking to move beyond technical report writing and become a valued part of the advisory process, this is an exceptional opportunity.

What's on Offer?

• Join a highly respected boutique wealth management firm
• Chartered Senior Paraplanner position
• Client-facing role with genuine adviser interaction
• Exposure to High-Net-Worth & Ultra High-Net-Worth clients
• Complex technical financial planning work
• Hybrid working based in Wilmslow
• Competitive salary and bonus package
• Long-term career progression within a growing business
• Collaborative, professional and supportive working environment

The Ideal Candidate Will Have:

• Chartered status (or be very close to achieving Chartered status)
• Significant experience as a Senior Paraplanner within a UK financial planning or wealth management firm
• Exceptional technical knowledge across pensions, investments, tax and estate planning
• Experience supporting advisers with complex financial planning cases
• Confidence attending and contributing to client meetings
• Outstanding report writing, analytical and problem-solving skills
• Excellent communication skills with a client-first approach
• Meticulous attention to detail and a passion for delivering exceptional client outcomes

This opportunity is ideal for a Chartered Senior Paraplanner who enjoys operating at the highest technical level while building meaningful relationships with clients. If you're looking to join a boutique firm where quality, collaboration and client service are genuinely valued, I'd love to hear from you.

All applications and enquiries will be handled in the strictest confidence.