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Paraplanner

4 months ago

Wilmslow, United Kingdom The Eventus Recruitment Group Full time

Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join an established and successful firm with big growth plans. Employees at this firm love going to work due to the relaxed, friendly and autonomous (yet supportive) working environment. You will benefit from 25 days holiday + bank holidays. a bonus scheme, flexible working policy (core hours 10am to 4pm) and an excellent pension (up to 5% employer contribution).

Role responsibilities:

The role is to support the Financial Planners in providing, implementing and reviewing strategies and advice to clients. This will include monitoring and reporting to clients in respect of various types of financial products.

Other duties within this Paraplanner job will include:

  • Supporting Consultants in preparing accurate financial plans and suitability reports.
  • Attending client meetings with Advisers.
  • Supporting the Advisers in research and analysis to meet client needs and objectives.
  • Having a full understanding of Holistic Financial Planning (Lifestyle Planning),
  • Dealing with all aspects of advice, such as Inheritance Tax Planning and Trusts etc…
  • Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Managing individual workflow and delivery.
  • Ensuring that any business conducted is done in a responsible and compliant manner.
  • Meeting all legislative requirements, both internally and externally.
  • Providing technical guidance to the Client Services Team (CST), assisting with product specific, technical and compliance-based queries.
  • Working with CST to ensure advice is implemented accurately and compliantly.

Person specification:

The incoming Paraplanner will have the following experience, skills and attributes:

  • Excellent understanding of the financial planning process.
  • Excellent report writing skills.
  • Experience of cashflow forecasting.
  • Confident and credible when attending client meetings.
  • Proficient IT skills. This should include knowledge of Microsoft Word and Excel.
  • Experience working in a Paraplanning role.
  • Achieved professional qualifications to at least Level 4 (CII Diploma in Financial Planning).
  • Ideally on your way to achieving Chartered with the CII.
  • Excellent communication skills both written and verbal.
  • Attention to quality, detail and accuracy and getting it right first time.
  • Ability to work within tight deadlines
  • Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
  • Client focused; friendly, helpful and considerate to all.
  • Show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.
  • Enjoys working with other people and works well in a team environment.

Benefits and rewards:

The incoming Paraplanner will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits.

  • Excellent pension (5% employer contribution)
  • Flexible working hours
  • 25 days holiday + bank holidays
  • Bonus scheme
  • DIS (4 x salary)
  • Private medical insurance
  • Study support
  • Free parking
  • Social events
  • Health cash plan
  • Numerous paid social events

About the company

This is a job opportunity within a market leading Financial Planning / IFA Firm in Wilmslow, Cheshire which provides a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and can offer various progression pathway routes. For example, Advisory route after 2 years if this is your preference.

Next Steps

Apply now if your skills and experience align with this Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.