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Senior Financial Planning Specialist

2 months ago

Wilmslow, Cheshire East, United Kingdom Eventus Legal Full time £45,000 - £50,000
About the Role

Eventus Recruitment is seeking a highly skilled Senior Paraplanner to join a leading Financial Planning business in the UK.

Job Responsibilities
  • Support a Senior Financial Planner in providing, implementing, and reviewing strategies and advice to private and business clients.
  • Build strong rapport with clients through effective communication and relationship-building skills.
  • Attend client meetings and develop in-depth knowledge of clients' personalities, aims, objectives, and financial situations.
  • Produce high-quality meeting minutes, compliant advice files, and Suitability Reports.
  • Liaise with clients' other professional advisers as required.
  • Develop a holistic view of clients' affairs and their financial plan.
Requirements
  • First-class technical expertise with knowledge of the difference between financial planning and financial advice.
  • Level 6 qualification (Chartered / Certified) or exceptional Level 4 candidates with relevant experience.
  • Experience using financial planning software (preferably Voyant) and at least 3 years in a Paraplanning role at a financial planning firm.
Key Skills and Behaviours
  • Ability to read, digest, and assimilate information efficiently.
  • An eye for detail and accuracy.
  • Highly organized, methodical, analytical, and disciplined.
  • Solutions-oriented with excellent verbal and written communication skills.
  • Excellent IT skills, particularly in the use of Excel and Word.
Benefits and Rewards
  • Support to achieve recognition for national awards.
  • Discretionary annual bonus.
  • 38 days holiday, including bank holidays.
  • Group Personal Pension Provision: Matched contributions up to 10% of salary (20% total); Salary exchange scheme with all employer NI savings invested into your pension.
  • Death in Service Benefits (4 x Basic Salary).
  • Private Medical Insurance (Bupa).
  • Bike to Work Scheme.
  • Examination support (study leave, financial support, and bonuses).