Senior Financial Planning Professional
5 days ago
We are seeking a highly skilled and experienced Senior Paraplanner to join our elite Financial Planning business in Cheshire. As a key member of our team, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering tailored financial solutions.
Key Responsibilities- Support Senior Financial Planners in providing and implementing financial strategies and advice to private and business clients.
- Build strong relationships with clients through excellent communication and interpersonal skills.
- Ensure accurate and up-to-date records in our back office system and Voyant.
- Prepare meeting agendas, minutes, and compliant advice files that meet the highest standards.
- Liaise with clients' other professional advisers as required.
- Develop in-depth knowledge of clients' financial situations and provide holistic views of their affairs.
- First-class technical expertise in financial planning and advice.
- Level 6 qualification (Chartered/Certified) or exceptional Level 4 candidates with relevant experience.
- At least 3 years of experience in a Paraplanning role at a financial planning firm.
- Excellent verbal and written communication skills, with the ability to read, digest, and assimilate information efficiently.
- Highly organized, methodical, analytical, and disciplined, with a solutions-oriented approach.
- Supportive team environment with a focus on career development and progression.
- Discretionary annual bonus and 38 days' holiday, including bank holidays.
- Group Personal Pension Provision with matched contributions up to 10% of salary (20% total).
- Death in Service Benefits (4 x Basic Salary) and Private Medical Insurance (Bupa).
- Examination support, study leave, financial support, and bonuses.
We are an award-winning Chartered Financial Planning firm in Cheshire, offering a complete range of independent financial planning services. We prioritize employee development and offer flexible working arrangements to maintain a healthy work-life balance.
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Senior Financial Planning Professional
2 days ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Legal. As a key member of our financial planning department, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering high-quality financial planning...
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Senior Financial Planning Professional
2 days ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Legal. As a key member of our financial planning department, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering high-quality financial planning...
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Senior Financial Planning Professional
1 day ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Recruitment. As a Paraplanning Expert, you will play a crucial role in supporting our Senior Financial Planners in providing exceptional service to our clients.Key ResponsibilitiesSupport Senior Financial Planners in delivering...
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Senior Financial Planning Professional
1 day ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Recruitment. As a Paraplanning Expert, you will play a crucial role in supporting our Senior Financial Planners in providing exceptional service to our clients.Key ResponsibilitiesSupport Senior Financial Planners in delivering...
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Senior Financial Planning Professional
6 days ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Recruitment Cheshire. As a key member of our financial planning team, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering high-quality financial...
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Senior Financial Planning Professional
6 days ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Professional to join our team at Eventus Recruitment Cheshire. As a key member of our financial planning team, you will play a vital role in providing exceptional service to our clients and supporting our Senior Financial Planners in delivering high-quality financial...
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Senior Financial Planning Specialist
1 week ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary: Ortus PSR is seeking a skilled Senior Paraplanner to join our team of financial planning experts. As a Senior Paraplanner, you will play a pivotal role in delivering tailored, fee-based financial solutions to high net worth clients.Key Responsibilities:Conduct in-depth financial reviews for our esteemed clients, analyzing their financial...
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Senior Financial Planning Specialist
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full timeSenior Paraplanner OpportunityEventus Recruitment is seeking a highly skilled Senior Paraplanner to join a prestigious Financial Services company in the UK.This is a fantastic opportunity to join a leading Financial Planning firm, offering a supportive team, annual bonuses, and a range of benefits.Key Responsibilities:Support a Senior Financial Planner in...
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Senior Financial Planning Specialist
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full time £45,000 - £50,000About the RoleEventus Recruitment is seeking a highly skilled Senior Paraplanner to join a leading Financial Planning business in the UK.Job ResponsibilitiesSupport 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...
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Paraplanner - Financial Planning
1 week ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary: Ortus PSR is seeking a skilled Senior Paraplanner to join our team of financial planning experts. As a Senior Paraplanner, you will play a pivotal role in delivering tailored, fee-based financial solutions to high net worth clients.Key Responsibilities:Conduct in-depth financial reviews for our esteemed clients, analyzing their financial...
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Financial Planning Associate
1 week ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary: Ortus PSR is seeking a skilled Senior Paraplanner to join our team of financial planning experts. As a Senior Paraplanner, you will play a pivotal role in delivering tailored, fee-based financial solutions to high net worth clients.Key Responsibilities:Conduct in-depth financial reviews for our esteemed clients, analyzing their financial...
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Financial Planning Paraplanner
4 weeks ago
Wilmslow, Cheshire East, United Kingdom enable recruitment | B Corp™ Full timeAbout the Company:Our client is a distinguished Independent Financial Planning firm dedicated to delivering a comprehensive array of financial services to both individual and corporate clients.Why You Will Appreciate This Opportunity:Progressive Work Environment: This firm is at the forefront of financial planning, providing a vibrant and collaborative...
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Financial Planning Paraplanner
4 weeks ago
Wilmslow, Cheshire East, United Kingdom enable recruitment | B Corp™ Full timeAbout the Company:Our client is a distinguished Independent Financial Planning firm that specializes in delivering a comprehensive array of financial services tailored for both individual and corporate clients.Why Work Here:Innovative Atmosphere: This firm prides itself on being at the forefront of financial planning, providing a vibrant and collaborative...
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Financial Planning Assistant
12 hours ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob SummaryBond Recruitment is seeking a skilled Paraplanner to support our client, a leading Independent Financial Advisory (IFA) practice, in delivering exceptional financial planning services to clients.The successful candidate will play a crucial role in assisting Financial Planners and other staff in providing informed and expert advice to clients on...
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Financial Planning Assistant
15 hours ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob SummaryBond Recruitment is seeking a skilled Paraplanner to support our client, a leading Independent Financial Advisory (IFA) practice, in delivering exceptional financial planning services to clients.The successful candidate will play a crucial role in assisting Financial Planners and other staff in providing informed and expert advice to clients on...
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Financial Planning Associate
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeExciting Opportunity for a Financial Planning AssociateAre you looking to elevate your professional journey? Ortus PSR, a reputable Chartered Financial Planning firm, is presenting a remarkable opportunity for a Financial Planning Associate to evolve into a Financial Advisor. In this position, you will collaborate closely with our Lead Director to develop...
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Financial Planning Assistant
1 week ago
Wilmslow, Cheshire East, United Kingdom Ortus PSR Full timeJob Summary: We are seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team at Ortus PSR. As a key member of our financial planning team, you will play a vital role in supporting our Chartered Financial Planners with preparing client reports, conducting research, and developing financial plans.Key Responsibilities:Client...
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Financial Planning Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom enable recruitment | B Corp™ Full timeAbout the Company:Our client is a distinguished Independent Financial Planning firm dedicated to delivering a comprehensive suite of financial services tailored for both individual and corporate clients.Why You Will Appreciate This Opportunity:Innovative Workplace: The firm prides itself on being a forward-thinking financial planning organization, fostering...
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Financial Planning Assistant
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Eventus Legal Full time £45,000 - £50,000Eventus Recruitment is seeking an experienced Paraplanning Professional to join a leading Financial Services firm in the UK.The firm is a renowned provider of independent Chartered Financial Planning services, offering a comprehensive range of financial solutions to private and business clients.The successful candidate will have the opportunity to work with...
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Financial Planning Coordinator
1 week ago
Wilmslow, Cheshire East, United Kingdom recruitment22 Full time**Job Summary**We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at recruitment22. As a key member of our advice process, you will support our Advisers and clients by assisting with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling,...