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Senior Financial Planning Specialist

1 month ago

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

We are seeking a highly skilled Senior Paraplanner to join our team at Eventus Recruitment Cheshire. As a Senior Paraplanner, you will play a critical role in supporting our client-facing advisers in delivering exceptional financial planning services to our high-net-worth clients.

Key Responsibilities
  • Analyse information and conduct research to produce high-quality suitability reports that meet our clients' needs and objectives.
  • Interpret data obtained by IFAs during client meetings and use research tools to provide solutions that meet client needs and objectives.
  • Provide records to support research undertaken and consolidate client needs and objectives, together with recommendations and course of action in a written format via suitability reports, client-specific illustrations, and key features documents.
  • Carry out all tasks in a manner consistent with compliance procedures and ensure all client files are compliant on an ongoing basis.
  • Propose and draft financial solutions that meet each client's goals, needs, and objectives.
Requirements
  • At least 2 years' experience working in a Paraplanning role for a financial planning organisation.
  • Clear understanding of the financial planning process.
  • Ability to produce professional and technical reports to support the advice process.
  • Able to work within defined business processes and achieve agreed outcomes without supervision.
  • Ability to prioritise own workload and the workload of the Paraplanning team.
  • Good level of technical knowledge of investments and Pensions advice.
  • Level 4 Diploma qualified in financial planning.
  • High level of Investment and Pension knowledge.
  • Self-driven, results-oriented with a positive outlook.
  • A natural forward planner who critically assesses own performance.
  • Good understanding of compliance issues.
  • Reliable, tolerant, and determined.
  • Keen for new experience, responsibility, and accountability.
  • Able to get on with others and be a team-player.
Benefits and Rewards
  • Competitive salary based on experience and qualifications.
  • Hybrid working (3 days at home if wanted).
  • 25 days holiday.
  • 4 x Death in Service Benefit.
  • Employer Pension Contributions.
  • Flexible working.
  • Free Parking.