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Financial Planning Specialist

2 months ago

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

We are seeking a skilled Paraplanner to join our team at Eventus Recruitment Cheshire. As a Paraplanner, you will play a crucial role in supporting our Senior Advisers in providing exceptional financial planning services to our clients.

Key Responsibilities
  • Provide technical and paraplanning support to ensure clients and colleagues receive a professional service.
  • Analyse clients' requirements, develop cash flow models, and accurately record client data.
  • Research and analyse financial products to meet client requirements and objectives.
  • Construct financial planning solutions, including investment, retirement, tax, and estate planning, supported by the production of computer models and reports.
  • Prepare suitability letters and reports, liaising with administrators, and take full responsibility for client files and back-office IT records throughout the advice process.
  • Prepare client reviews, update cash flow models, investment performance reviews, and produce supporting reports, discussion documents, and computer models.
  • Deal with general client queries and attend client meetings with the Partner as required.
  • Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process.
  • Stay up-to-date with template changes and advice notes.
  • Act as a key holder for the practice office.
Requirements
  • At least 2 years' experience working in a Paraplanning role.
  • Excellent interpersonal skills and written English skills.
  • Previous Paraplanning experience within a Financial Planning or Wealth Management environment.
  • Familiarity with major research systems such as Voyant or FE Analytics.
  • Experience of the administration of IHT and/or Investment products.
  • Ability to use several back-office systems to deliver workflow responsibilities.
  • Demonstratable knowledge of relevant regulation and legislation.
  • Able to transpose information accurately.
  • Strong numeracy skills.
  • Confident in dealing with third parties and able to work with total discretion.
  • Highly organised with excellent communication skills.
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
  • Exceptional attention to detail.
  • Ability to manage time effectively and multi-task.
  • Ability to remain calm when faced with conflicting demands and handle these effectively.
  • Demonstrates a positive attitude at all times.
  • Works well on own tasks as well as on shared goals as part of a team.
  • Enthusiasm to help clients.
Benefits and Rewards
  • Hybrid working options.
  • Contributory pension scheme.
  • Private medical insurance (after 5 years continuous service).
  • 25 days holidays (+ bank holidays).
  • Quarterly team events.
  • Annual bonus.
  • Support with professional development if desired, such as further qualifications.