Eventus Recruitment Cheshire are seeking a Paraplanner to join a and fast-paced team near Stockport, Cheshire. Working closely with two Senior Advisers, you will be liaising with clients on financial strategies, plans and products, and organising technical tasks, illustrations, and reports. Hours of work are 9am – 5pm, Monday to Friday and this is a full-time permanent job opportunity with a supportive and well-established firm. You will benefit from 25 days holidays (+ bank holidays), hybrid working options and an excellent pension plan.
Role Responsibilities
The incoming Paraplanner will provide technical and paraplanning support to ensure that clients and colleagues receive a professional service.. Further responsibilities within this Paraplanning job include:
- Fully analysing clients’ requirements, developing cash flow models and accurately record client data
- Researching and analysing financial products to meet client requirements and objectives
- Constructing financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
- Preparing suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
- Preparing client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- Dealing with general client queries and attend client meetings with the Partner as required.
- Working with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
- Working within and stay up to date with template changes and advice notes
- Key holder for practice office
Person Specification
The successful Paraplanner will have at least 2 years’ experience working in a Paraplanning role. You should have excellent interpersonal skills and written English skills. Also, you will have the following experience, skills and attributes:
- Previous Paraplanning experience within a Financial Planning or Wealth Management environment
- Be familiar 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 your workflow responsibilities
- Demonstratable knowledge of relevant regulation and legislation
- Able to transpose information accurately
- Strong numeracy skills
- 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
- Manage 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 collaborative and supportive team. In addition, you will be awarded with the following employee benefits:
- 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
About the Company
A well-established Financial Planning Firm in Stockport, 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 at duncan.mcilroy@eventusfinance.com or call 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