Eventus Recruitment Cheshire are seeking a Paraplanner to join a successful Financial Planning business based in Knutsford, Cheshire. A great opportunity to join a thriving well-established company that continues to grow through acquisition. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and good pension plan. This is a permanent, full-time job.

Role Responsibilities

The incoming Paraplanner will have previous experience in a Paraplanning role. Responsibilities within this Paraplanning job include:

• Fully 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 (investment, retirement, tax and estate planning) supported by the production of computer models and reports.
• Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Deal with general client queries and attend client meetings with the Director as required.
• Work with other colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Work within and stay up to date with template changes and advice notes.

Person Specification

The successful Paraplanner will ideally have experience in investments, retirement and tax and estate planning. You will also have:

• Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience).
• Be familiar with all major research systems.
• Experience of the Pension Transfer market.
• Experience of the administration of IHT and/or Investment products.
• Demonstrates up to date knowledge of relevant regulation and legislation.
• Able to transpose information accurately.
• Strong numeracy skills.
• Comfortable using templated Suitability Letters.
• Confident in dealing with third parties and can work with total discretion.
• Highly organised with excellent communication skills.
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Exceptional attention to detail.
• Manages time effectively with the ability to multi-task.
• Keeps calm when faced with conflicting demands and handles 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

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.
• Flexible and hybrid working options.
• Fun and friendly working environment – lots of paid for social events.
• Bonus scheme.

About the Company

A well-established Financial Planning Firm operating in Knutsford, South Manchester and Cheshire, specialising in retirement planning work, investments, tax, IHT 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 via email at Duncan.mcilroy@eventusfinance.com  or phone 07950 472 004 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.