Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.

Role responsibilities

The role is to support the Financial Planners in providing, implementing and reviewing strategies and advice to private and corporate clients. This will include monitoring and reporting to clients in respect of various types of financial products. There will be additional responsibilities to provide technical and compliance support to other areas of the business.

• Supporting Consultants in preparing accurate financial plans and suitability reports.
• Supporting the Consultants 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.
• To provide support, where needed, to the Head of Operations and Compliance.
• Developing and maintaining internal relationships with various areas of the business to meet
• agreed targets.
• Continuous professional development to meet regulatory requirements and personal
• development needs.
• Managing individual workflow and delivery.
• Ensuring that any business conducted is done in a responsible and compliant manner.
• Meeting all legislative requirements, both internally and externally.
• To provide technical guidance to the Client Services Team (CST), assisting with product
• specific, technical and compliance-based queries. Working with CST to ensure advice is
• implemented accurately and compliantly.

Person specification

• Excellent understanding of the financial planning process.
• Good report writing skills.
• Proficient IT skills. This should include 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).
• Ideally on your way to achieving Chartered with the CII.
• 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.
• Ability to work within tight deadlines.
• Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
• Client focused; friendly, helpful and considerate to all.
• Show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.
• 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.

• Hybrid working (3 days remote working at home)
• Excellent pension (up to 7.5% employer contribution)
• 26 days holiday (plus ability to buy/sell holidays), increasing with service)
• flexible working policy (core hours 10am to 4pm)
• DIS (4 x salary)
• Income protection
• Enhanced maternity/paternity pay
• Study support
• Free parking
• Numerous social events
• Health cash plan
• Numerous paid social events
• Discounts and perks such as gym membership, dining, travel, online shopping

About the company

A market leading Financial Planning / IFA Firm in Stockport, Greater Manchester offering a complete range of independent Financial Planning offerings . The company shows a keen interest in the wellbeing 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 hybrid working and 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 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.