Senior Financial Planning Specialist

2 weeks ago


Stockport, Stockport, United Kingdom Eventus Legal Full time
About the Role

We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Eventus Recruitment. As a Senior Paraplanner, you will play a key role in supporting our Financial Planners in providing expert financial planning advice to our clients.

Key Responsibilities
  • Support Financial Planners in preparing and implementing financial plans and suitability reports.
  • Conduct research and analysis to meet client needs and objectives.
  • Provide technical and compliance support to other areas of the business.
  • Develop and maintain internal relationships with various areas of the business to meet agreed targets.
  • Ensure that any business conducted is done in a responsible and compliant manner.
  • Meet all legislative requirements, both internally and externally.
Requirements
  • Excellent understanding of the financial planning process.
  • Good report writing skills.
  • Proficient IT skills, including knowledge of Microsoft Word and Excel.
  • Experience working in a Paraplanning role.
  • Achieved professional qualifications to at least Level 4 (CII Diploma in Financial Planning).
  • Excellent communication skills, both written and verbal.
  • Attention to quality, detail, and accuracy.
  • Ability to work within tight deadlines.
  • Flexible and able to deal with a multitude of tasks at once.
Benefits
  • Hybrid working arrangement, with 3 days remote working at home.
  • Excellent pension scheme, with up to 7.5% employer contribution.
  • 26 days holiday, plus ability to buy/sell holidays.
  • Flexible working policy, with core hours of 10am to 4pm.
  • DIS (4 x salary), Income protection, enhanced maternity/paternity pay.
  • Study support, free parking, and numerous social events.


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