Eventus Recruitment Cheshire are seeking a Senior Paraplanner to join a very successful IFA Financial Planning business based near Knutsford, Cheshire. This is a great full-time job opportunity to join a highly reputable, unique modern Financial Planning company with an affluent high net worth client base. You will benefit from a supportive team, an excellent employer pension contribution, 4 x death in service, free parking, 25 days holiday, flexible working options (start/finish times),  Hybrid working patterns (3 days remote at home if wanted) and much more.

Role responsibilities

The incoming Senior Paraplanner will analyse information and conduct research to produce articulate and appropriate suitability reports. This will be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness. The day-to-day duties within this Senior Paraplanner will include:

• Receiving instructions during debriefings from advisers following client meetings
• Interpreting data obtained by IFAs during client meetings
• Analysing data and using research tools to provide solutions to meet client needs and objectives
• Providing records to support research undertaken
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features documents
• Carrying out all tasks in a manner consistent with compliance procedures
• Preparation of existing client files ready for reviews
• Ensuring all client files are compliant on an ongoing basis
• Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances
• Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.

Person specification

The incoming Senior Paraplanner will have the following skills and attributes:

• At least 2 years’ experience working in a Paraplanning role, for a financial planning organisation
• Clear understanding of the financial planning process
• The ability to produce professional and technical reports, to support the advice process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Able to prioritise own workload, and the workload of the Paraplanning team
• Ability to multitask and prioritise effectively
• Good level of technical knowledge of investments and Pensions advice
• Level 4 Diploma qualified in financial planning
• High level of Investment and Pension knowledge
• Self-driven, results-oriented with a positive outlook
• A natural forward planner who critically assesses own performance
• Good understanding of compliance issues
• Reliable, tolerant, and determined
• Keen for new experience, responsibility and accountability
• Able to get on with others and be a team-player

Benefits and rewards

The incoming Senior 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.

• Competitive salary, based on experience and qualifications
• Hybrid working (3 days remote working from home if wanted)
• 25 days holiday plus bank holidays
• 4 x Death in Service Benefit
• Employer Pension Contributions
• Flexible working
• Free Parking

About the company

A leading Financial Planning / IFA Firm in Knutsford, Cheshire, providing a unique and modern approach to financial planning for high-net-worth Individuals and the employee benefit market. The firm has achieved Chartered status from the Chartered Insurance Institute, showing their commitment to high levels of standards and professionalism.

With exciting growth plans over the next 5 years the firm is looking to expand its highly valued Paraplanning team to support its team of client facing advisers.

Next Steps

Apply now if your skills and experience align with this Senior 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, Accountancy and Financial Services 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.