Paraplanner
- Job Title: Paraplanner
- Salary: £35,000 - £42,000
- Location: Alderley Edge, Cheshire
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We are seeking a Paraplanner who is passionate about lifetime financial planning and thrives on the detail of building financial plans and ‘what if' scenarios to help clients achieve their life goals.
If you are someone who loves the grind, is curious, and possesses excellent communication skills, you could be the perfect fit for our team. We value individuals who bring their whole self to work, care deeply about their influence on client experiences, and align with our shared values of determination, organisation, and communication.
Whether you are a career Paraplanner, or a Paraplanner with aims to move into advice, we are happy to support your career goals. We do this by providing training, funding for exams and qualifications, and paid leave on exam days.
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Day to day of the role:
- Conduct detailed financial planning analysis to build and develop cash flow forecasts that serve as the foundation of our financial planning solutions
- Understand client aspirations, analysing their current assets and what is needed to achieve their goals, ensuring recommendations remain suitable year-on-year
- Create, update, and maintain clients' financial plans accurately, ensuring action points from client meetings are addressed effectively
- Write simple, concise, and jargon-free reports that help clients understand the rationale and potential pitfalls of our recommendations
- Build and maintain client relationships through various communication channels and attending client review meetings
- Coordinate with the Back-office team to assist with application/processing queries and ensure exceptional client service
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Required Skills & Qualifications:
- A passion for detail and financial planning
- Level 4 Diploma in Financial Planning preferred, but will consider candidates working towards this
- Excellent communication skills and the ability to conduct oneself with humility and integrity
- Ability to work collaboratively within a team to enhance client service
- Strong analytical skills with a focus on building and developing cash flow forecasts
- Experience in maintaining and updating financial plans and addressing client meeting action points
- Competence in liaising with clients and building strong relationships
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Benefits:
- Company-wide annual bonus scheme
- 25 days holiday plus all bank holidays, totalling 33 days, plus an extra day off on your birthday
- Study support up to Chartered status, including initial costs, study, and exam day leave
- Flexible working hours between 8am & 7pm.
- A supportive environment where you can thrive
- 5% employer pension contribution
- AXA Private Medical Insurance
- BUPA cash plan
- Death in Service with 4 times cover
- Fresh fruit daily and free on-site parking
- Free tea & coffee with kitchen facilities
- Smart casual dress code
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If you would like to work for a company that values and supports their employees and provides a clear path to reach your career aspirations, please apply today and we will be in touch.