Paraplanning Professional

5 days ago


Altrincham, Trafford, United Kingdom Eventus Legal Full time
About the Role

We are seeking a highly motivated and detail-oriented Paraplanning Professional to join our team at Eventus Recruitment. As a Junior Financial Advisor, you will play a crucial role in supporting our senior financial planners in preparing financial reports, conducting research, and providing recommendations to clients.

Key Responsibilities
  • Assist in the preparation of detailed financial plans and reports.
  • Conduct research on financial products, investment strategies, and market conditions.
  • Analyse client portfolios and provide recommendations based on findings.
  • Maintain accurate and up-to-date client records and financial data.
  • Ensure compliance with regulatory requirements and company policies.
  • Provide administrative support to the financial planning team as needed.
Requirements
  • 1 year's Paraplanning experience.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Strong written and verbal communication skills.
  • Ability to work both independently and as part of a team.
  • Desire to pursue a career in financial planning and attain relevant certifications.
Benefits and Rewards
  • 24 days holiday (plus bank holidays).
  • Team bonus.
  • Excellent Company Pension.
  • Income Protection - 75% of salary.
  • Group life cover (death in service) - 4x salary.
  • Study support.


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