Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join a highly reputable and successful company with an affluent client base. You will benefit from a supportive team, ad-hoc bonuses and an excellent pension, 25 days holiday, flexible working policy (core hours 10am to 4pm) and much more.
Role responsibilities:
The role is to support a Senior Financial Planner in providing, implementing and reviewing strategies and advice to private and business clients. There will be a lot of interaction between the paraplanner and clients, therefore the ability to build strong rapport with clients is essential. Additionally, you will ideally have some exposure in attending client meetings.
* Supporting IFA’s and Financial Planners in preparing accurate financial plans and suitability reports.
* Supporting the IFA’s and Financial Planners in research and analysis to meet client needs and objectives.
* Have a full understanding of Holistic Financial Planning and be comfortable querying
* consultants.
* Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning and Trusts etc
* Experience of bonds and higher risk investments such as EIS/VCT/BPR.
* Ensuring that any business conducted is done in a responsible and compliant manner.
* Meeting all legislative requirements, both internally and externally.
Person specification
* Excellent understanding of the financial planning process.
* Excellent report writing skills.
* Comprehensive understanding and experience of Cashflow planning
* Ideally experience of sitting in on client meetings
* Achieved professional qualifications to at least Level 4 (CII Diploma in Financial Planning)
* Ideally on your way to achieving Chartered or already have achieved Chartered status
* Excellent communication skills both written and verbal
* Attention to quality, detail and accuracy and getting it right first time.
* Be able to question colleagues comfortably when the information they have provided is not fully understood or the reasons for advice are unclear.
* Client focused; friendly, helpful and considerate to all.
* Enjoys working with other people and works well in a team environment.
Benefits and rewards
The incoming Paraplanner will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits.
* Excellent pension
* Progression pathway to an advisory position
* 25 days holiday (plus ability to buy/sell holidays), increasing with service)
* Flexible working (core hours 10am to 4pm)
* Death in Service cover
* Study support
* Free parking
* Numerous social events
* Health cash plan
* Numerous paid social events
About the company
A leading Financial Planning / IFA Firm in Wilmslow, Cheshire East, offering a complete range of independent Chartered Financial Planning offerings. The company shows a keen interest in the development of employees and are large enough to offer career enhancing progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer flexible working to all staff.
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 the 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.