Senior Financial Planning Professional

5 days ago


Wilmslow, Cheshire East, United Kingdom Eventus Legal Full time
About the Role

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.
Requirements
  • 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.
Benefits
  • 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.
About Us

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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