Job Location : Wilmslow, UK
Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join an elite Financial Planning business based in Wilmslow, Cheshire. The firm was one of the first financial planning firms in the UK to use cashflow modelling tools and is a great job opportunity to join one of the most respected Chartered financial planning firms in the UK. You will benefit from a supportive team, annual bonuses, matched pension contributions up to 10% of salary (20% total), 30 days holiday (+ bank holiday), flexible working policy (core hours 10am to 4pm), Death in Service Benefits (4 x Basic Salary), Private Medical Insurance (Bupa), Examination support (study leave, financial support and bonuses) and much more.
Role responsibilities:
The role is to support a Senior Financial Planner in providing, implementing and reviewing strategies and advice to private and business clients. There will be a lot of interaction between the Paraplanner and clients, therefore the ability to build strong rapport with clients is essential. Additionally, you will ideally have some exposure in attending client meetings.
Typical duties will consist of:
Preparation for all meetings:
All meeting follow up:
Management of the client relationship and handling any issues between meetings
Ensure clients’ Financial Plans always 'make sense’
Person specification
To be able to conduct the job duties within this role successfully, the incoming Paraplanner will have the following qualities:
Knowledge & Experience:
Skills:
Behaviours, Values & Attitude:
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:
About the company
An award winning Chartered Financial Planning / IFA Firm in Wilmslow, Cheshire, offering a complete range of independent Chartered Financial Planning offerings. The company shows a keen interest in the development 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 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 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.
Salary : 45000 - 50000
Apply Now!