Financial Planning Assistant

4 weeks ago


Birkenhead, Wirral, United Kingdom The Eventus Recruitment Group Full time
Paraplanner Opportunity

Eventus Recruitment Group is seeking an experienced Paraplanner to join a successful Financial Planning business based in the North West region. This is a fantastic opportunity to join a well-established and respected firm on a permanent full-time basis.

Key Responsibilities
  • Support Financial Advisers in providing, implementing, and reviewing strategies and advice to clients.
  • Conduct research and reporting to clients on various financial products.
  • Prepare accurate financial plans and suitability reports.
  • Support Advisers in research and analysis to meet client needs and objectives.
  • Develop a comprehensive understanding of Holistic Financial Planning (Lifestyle Planning).
  • Manage individual workflow and delivery.
  • Ensure all business conducted is done in a responsible and compliant manner.

What We Offer

  • 25 days holiday + bank holidays
  • Free car parking
  • Flexible working policy
  • Excellent pension scheme

About Us

The Eventus Recruitment Group is a leading recruitment agency specializing in the financial services sector. We pride ourselves on providing exceptional service and support to our clients and candidates.



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