Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester. This is a great opportunity to join a team of professionals who are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth. Working hours are 9am - 5pm, Monday to Friday and you will receive 24 days holiday (plus bank holidays), team bonus, excellent company pension, income protection (75% of salary), group life cover (death in service) - 4x salary, study support.
Role Responsibilities
The successful Junior Paraplanner will support senior financial planners by preparing financial reports, conducting research, and much more. This is a full-time permanent job and an excellent opportunity for an individual with around 1 year's Junior Paraplanner / Paraplanning experience. The day-to-day job duties include:
- Assisting in the preparation of detailed financial plans and reports.
- Conducting research on financial products, investment strategies, and market conditions.
- Analysing client portfolios and providing recommendations based on findings.
- Maintaining accurate and up-to-date client records and financial data.
- Ensuring compliance with regulatory requirements and company policies.
- Providing administrative support to the financial planning team as needed.
Person Specification
Our client is looking for professionals with the following experience, skills and attributes:
- The ideal individual will have 1 year's Paraplanning experience.
- Although, individuals from a Paraplanner, Junior/Trainee Paraplanner background would be preferred, Administrators with some exposure to paraplanning will also be considered.
- Ideally you will hold a few RO exams or will be fully Level 4 Diploma qualified.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Strong written and verbal communication skills.
- Ability to work both independently and as part of a team.
- Desire to pursue a career in financial planning and attain relevant certifications
Benefits and Rewards
The incoming Junior Paraplanner will benefit from working within a modern and approachable team, at a firm that offers great prospects and career paths. In addition, you will be rewarded with the following employee benefits:
- 24 days holiday (plus bank holidays)
- Team bonus
- Excellent Company Pension
- Income Protection - 75% of salary
- Group life cover (death in service) - 4x salary
- Study support
About the Company
This is a modern Financial Planning firm in Altrincham, which combines good old-fashioned business values with a modern approach and work with the very latest technology and systems. They have invested heavily in their own bespoke customised back-office system, which has enabled them to improve their proposition with great efficiency. This is combined with a fundamental belief that their people are key to what they offer. The whole team has the desire to work together to solve problems and ensure that clients receive the best possible service and advice.
Next Steps
Apply now if your skills and experience align with this Junior Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment 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.