Eventus Recruitment are seeking a Paraplanner to join a successful IFA business based in Congleton, Cheshire. This is a great opportunity to join a thriving well-established company. You will benefit from 25 days holiday plus bank holidays, annual year end bonus, free parking and a great pension plan.
Role Responsibilities The incoming Paraplanner will have previous experience in a technical Paraplanning role. Responsibilities include:
* Accurately prepare suitability reports and letters to target deadlines.
* Ensure all client work is compliant and supported with relevant paperwork.
* Undertake comparative research in preparation of client recommendations.
* Complete technical research as part of the existing arrangement review process.
* Understand clients overall financial position from IFA fact finds.
* Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.
* Ensure all client queries are appropriately investigated and accurate responses given.
* Support with conducting annual reviews in line with SLAs.
* Working closely with the Financial Advisers.
* Providing support with preparation of new business reports and annual suitability review letters.
Person Specification The successful Paraplanner will ideally have experience of Investments, Pensions, IHT Planning. You will also have:
* Diploma Level 4 or working towards.
* Excellent pensions and investments knowledge.
* Strong report writing ability.
* Ability to work well within a team.
Benefits and Rewards The incoming Paraplanner will benefit from working within a friendly and approachable team. In addition, you will be awarded with the following employee benefits:
* 25 days holiday plus bank holidays.
* Study support.
* Year- end generous bonus.
* Free parking.
* Pension.
About the Company
A well-established Financial Planning firm in Congleton, Cheshire, specialising in retirement planning work, investments, IHT planning and corporate advice. They show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.
Next Steps Apply now if your skills and experience align with this Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion.
If this job isn’t quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.
The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.