Paraplanner (Pensions Management)

3 weeks ago

Wilmslow Cheshire, 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

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.

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.

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. 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.
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.

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.

25 days holiday plus all bank holidays = 33 days.
~1 extra day holiday on your birthday.
~ Flexible working hours and home working
~ Fresh fruit every day
~ Free onsite parking
~ Free tea & coffee with modern kitchen facilities
~

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