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Paraplanner

2 months ago

Wilmslow, United Kingdom enable recruitment | B Corp™ Full time

Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.


If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you


Why you'll love working with our client:


Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.


Career Growth: Committed to your professional development, offering opportunities to advance and shape your career in financial planning.


Vibrant Culture: Be part of a team that values work-life balance, fosters creativity, and celebrates success together.


Client-Centric: You’ll work alongside some of the best advisers in the industry, helping deliver top-notch, bespoke advice that make a real difference in their clients’ lives.


The role:


As a Paraplanner, you’ll play a crucial role within your pod system, working closely with a dedicated group of advisers and support staff to ensure that every client receives precise, well-researched financial plans. Your responsibilities will include:

  • Analysis – A key aspect of what our client does is to build and develop cash flow forecasts that provide the centerpiece and foundation of the firms' financial planning solutions.
  • Understanding – Listening to what clients want to achieve and why is just the starting point. Once you understand this, only then can you look at the how.
  • Reviews – Creating, updating and maintaining clients' financial plans accurately is an important aspect of the Paraplanning role.
  • Relationship Building - Liaison with clients is embedded into the fabric of our client's firm, and very much becoming part of the team who provide a first-class client service.
  • Coordination - Assisting and working as one with the back-office team with any application/processing to ensure teamwork and collaboration is always upheld.


What do you need to apply?

  • You’ve got at least 2 years of experience as a Paraplanner and a solid understanding of financial products, pensions, investments, and regulations.
  • Ideally, you’re Diploma-qualified (or working towards it) and eager to continue your professional development.
  • Excellent analytical skills, attention to detail, and the ability to communicate complex financial concepts clearly.
  • A genuine interest in financial planning and a desire to help clients achieve their financial goals.


What's in it for you?

  • 25 days holiday plus all bank holidays = 33 days.
  • 1 extra day holiday on your birthday.
  • Study support up to Chartered and beyond, covering the initial
  • cost, study, and exam day leave.
  • Flexible working hours and home working
  • A place to be listened to, heard and to thrive.
  • PMI
  • Cash plan
  • Death in Service x 4
  • Fresh fruit every day
  • Free onsite parking
  • Free tea & coffee with modern kitchen facilities
  • Smart casual dress code – feel comfortable; work better
  • No stuffiness. Be yourself


So, what next?


If you’re ready to take your Paraplanning career to the next level in a firm that truly values your contribution, we want to hear from you Apply today or contact Eloise for further details


eloise@enable-recruitment.co