Trainee Paraplanner

  • Apprenticeship Reference: 2946585131-2
  • Date Posted: 31 August 2026
  • Apprentice Employer: Mitchell Hall Consulting
  • Location: Knutsford, Cheshire
  • Apprentice Pay: £30,000 to £33,000
  • Bonus/Benefits: Plus benefits
  • Apprenticeship Sector: Accounting, Accountancy
  • Apprenticeship Type: Permanent
  • Work Hours: Full Time

About this Apprenticeship

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