Back to search
Eventus Recruitment are seeking a Paraplanner to join a modern and fast-paced team in Wilmslow, Cheshire. Reporting to the Paraplanning Manager you will be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. This is a great job opportunity to join a thriving well-established company that continues to grow. You will benefit from 26 days holidays (PLUS bank holidays), hybrid working (3 days remote working from home), flexible working policy, study support, income protection, and a great pension plan.
Role Responsibilities
The incoming Paraplanner will provide high quality technical support to Financial Advisers and clients including, but not limited to:
- Providing research, analysis & technical support
- Preparing recommendation reports
- Maintaining client records
- Analysing clients’ circumstances, objectives & risk profile
- Identifying missing client information pertinent to formulating recommendations
- Liaising with financial advisers to query/challenge proposed recommendations where necessary
- Providing research on all relevant advice areas, products, and investment solutions
- Preparing information / comparisons, ready for analysis by the adviser
- Using company-approved research systems to assist analysis
- Cashflow modelling analysis
- Producing client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
- Obtaining accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients
- Assisting in the completion of remedial actions following quality checking
- Maintaining accurate and up-to-date client and plan records on back-office system
- Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with company procedures
- Creating, managing, and completing tasks on the back-office system in accordance with company procedures
Person Specification
The successful Paraplanner will have prior experience working in a Paraplanning role. You should have excellent interpersonal skills and written English skills. Also, you will have the following, skills and attributes:
- Attainment of the Level 4 Diploma in Financial Planning
- Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
- Organisation: Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client related tasks as a priority
- Customer Service: Understand what good customer service is and prioritise customer work to deliver good service
- Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes
- Technology: Understand and be able to use technology for the role effectively
- Expertise: Has required expertise to do the role and understand areas
As you will have contact with clients in this paraplanning job, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.
Benefits and Rewards
The incoming Financial Planning Administrator will benefit from working within a modern and approachable team. In addition, you will be awarded with the following employee benefits:
- Hybrid working (3 days remote, working from home)
- Flexible working hours
- Contributory matched pension scheme
- Death in service
- 26 days holidays (plus bank holidays)
- Support with professional development if desired, such as further qualifications
- Income protection
About the Company
The company is a progressive UK-wide independent financial advice business, with one of their main offices in Wilmslow, Cheshire. In complex markets that change frequently, they help their corporate and personal clients make the right financial choices through the provision of independent financial advice, which is uniquely tailored to their specific needs. They specialise in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, they deliver independent financial advice to their customers. For corporate clients they provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.
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 Group 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, Finance and Financial Services 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.
