Financial Planning Assistant

2 weeks ago

Chester, Cheshire, United Kingdom Eventus Legal Full time
Job Title: Paraplanner

We are seeking an experienced Paraplanner to join our successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis.

About the Role

The role of Paraplanner is to support our Financial Advisers in providing, implementing and reviewing strategies and advice to clients. This will include research and reporting to clients in respect of various types of financial products.

Main Responsibilities
  • Supporting Consultants in preparing accurate financial plans and suitability reports.
  • 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...
  • 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 Administration department, 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 and financial advice 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.
  • 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
  • DIS (4 x salary)
  • Study support
  • Free parking
  • Social events
About the Company

This is a job opportunity within a market leading Financial Planning / IFA Firm near Chester, 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.

We are an equal opportunities employer and welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on our website.

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