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Senior Financial Planning Specialist
1 month ago
Eventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth individuals and the employee benefit market.
Key Responsibilities:- Analyse information and conduct research to produce articulate and appropriate suitability reports.
- Interpret data obtained by IFAs during client meetings and use research tools to provide solutions to meet client needs and objectives.
- Provide records to support research undertaken and consolidate client needs and objectives, together with recommendations and course of action in a written format via suitability reports, client-specific illustrations, and key features documents.
- Carry out all tasks in a manner consistent with compliance procedures and prepare existing client files ready for reviews.
- Ensure all client files are compliant on an ongoing basis and propose and draft financial solutions that meet each client's goals, needs, and objectives.
- At least 2 years' experience working in a Paraplanning role for a financial planning organisation.
- Clear understanding of the financial planning process and ability to produce professional and technical reports to support the advice process.
- Able to work within defined business processes and achieve agreed outcomes without supervision.
- Ability to prioritise own workload and the workload of the Paraplanning team, multitask, and prioritise effectively.
- Good level of technical knowledge of investments and Pensions advice, Level 4 Diploma qualified in financial planning, and high level of Investment and Pension knowledge.
- Self-driven, results-oriented, with a positive outlook, and a natural forward planner who critically assesses own performance.
- Good understanding of compliance issues, reliable, tolerant, and determined, keen for new experience, responsibility, and accountability, and able to get on with others and be a team-player.
- Competitive salary based on experience and qualifications.
- Hybrid working (3 days at home if wanted).
- 25 days holiday.
- 4 x Death in Service Benefit.
- Employer Pension Contributions.
- Flexible working.
- Free Parking.
A leading Financial Planning / IFA Firm in Knutsford, Cheshire, providing a unique and modern approach to financial planning for high-net-worth individuals and the employee benefit market. The firm has achieved Chartered status from the Chartered Insurance Institute, showing their commitment to high levels of standards and professionalism.
With exciting growth plans over the next 5 years, the firm is looking to expand its highly valued Paraplanning team to support its team of client-facing advisers.
