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:
- Ensuring that the back office system and Voyant records are immaculate and up-to date
Preparation for all meetings:
- Following internal processes to 'deliver' the adviser to a great meeting
- Preparing the meeting agenda and proactively considering planning angles
All meeting follow up:
- Producing excellent meeting minutes and delivering against all agreed action points
- Preparing compliant yet client-friendly advice files (including Suitability Reports) that look good, flow properly and make sense
Management of the client relationship and handling any issues between meetings
- Form a lasting, trusting relationship with clients by delivering excellent service
- Develop in-depth knowledge of clients' personalities, aims, objectives and financial situation
- Handle all issues arising that the Client Administrator cannot handle and that do not require the involvement of the Financial Planner
- Liaise with clients' other professional advisers as/when required.
Ensure clients' Financial Plans always 'make sense'
- Be aware of the 'big picture' - the holistic view of clients' affairs and their financial plan
- Worry about your clients financial plan, they are placing their future in our hands!
Person specification
To be able to conduct the job duties within this role successfully, the incoming Paraplanner will have the following qualities:
Knowledge & Experience:
- First class technical expertise with knowledge of the difference between financial planning and financial advice.
- Ideally level 6 qualified (Chartered / Certified) although exceptional Level 4 candidates will also be considered
- Experience using financial planning software (preferably Voyant)
- At least 3 years experience in a Paraplanning role at a financial planning firm
Skills:
- Ability to read, digest and assimilate information efficiently
- An eye for detail and accuracy
- Highly organised, methodical, analytical and disciplined
- Solutions (not problem) orientated
- Excellent verbal and written communication skills
- Excellent IT skills, particularly in the use of Excel and Word
Behaviours, Values & Attitude:
- Genuine desire for a long-term career as part of a happy and motivated team, delivering fantastic service to clients
- Assertiveness
- Customer focused
- Proactive
- Team player
- Willingness to develop yourself and others
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:
- Support to achieve recognition for national awards
- Discretionary annual bonus
- 38 days holiday, including bank holidays
- Group Personal Pension Provision: Matched contributions up to 10% of salary (20% total); Salary exchange scheme with all employer NI savings invested into your pension.
- Death in Service Benefits (4 x Basic Salary)
- Private Medical Insurance (Bupa)
- Bike to Work Scheme
- Examination support (study leave, financial support and bonuses)
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.