Eventus Recruitment are seeking an Senior Paraplanner to join a successful Financial Planning business based near Chester, Cheshire. Working Monday to Friday, 9am – 5pm, on a permanent full-time basis, this is a great career opportunity with an established and successful firm. Employees at this firm love going to work due to the collaborative team spirit and supportive working environment. You will benefit from 25 days holiday + bank holidays, free car parking, flexible working policy and 5% employer pension contribution.
Role responsibilities
The role of Senior Paraplanner is to support the Financial Advisers in providing, implementing and reviewing strategies and advice to clients. This will include research and reporting to clients in respect of various types of financial products.
Main duties within this Senior Paraplanner job will include:
- Supporting Consultants in preparing accurate financial plans and suitability reports.
- Supporting the Advisers in research and analysis to meet client needs and objectives.
- Having a full understanding of Holistic Financial Planning (Lifestyle Planning).
- Dealing with all aspects of advice, such as Inheritance Tax Planning and Trusts etc…
- 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.
- Providing technical guidance to the Administration department, assisting with product specific, technical and compliance-based queries.
- Working with CST to ensure advice is implemented accurately and compliantly.
Person specification
The incoming Senior Paraplanner will have the following experience, skills and attributes:
- Excellent understanding of the financial planning and financial advice process.
- Excellent report writing skills.
- Experience of cashflow forecasting.
- Confident and credible when attending client meetings.
- Proficient IT skills. This should include knowledge of Microsoft Word and Excel.
- Experience working in a Paraplanning role.
- Excellent communication skills both written and verbal.
- Attention to quality, detail and accuracy and getting it right first time.
- Ability to work within tight deadlines.
- Flexible and able to priortise work, and deal with a multitude of tasks at once.
- 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 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:
- Excellent pension (5% employer contribution)
- Flexible working hours
- 25 days holiday + bank holidays
- DIS (4 x salary)
- Study support
- Free parking
- Social events
About the company
This is a job opportunity within a market leading Financial Planning / IFA Firm near Chester, Cheshire which provides a complete range of independent Financial Planning offerings. The company shows a keen interest in the well-being of employees and can offer various progression pathway routes. For example, Advisory route after 2 years if this is your preference.
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 Group via email at Duncan.mcilroy@eventusfinance.com or phone 07950 472 004 for a confidential discussion.
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 Group 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 across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, 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.