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Form of work
SalaryEventus Recruitment are seeking a Senior Paraplanner, ideally with Chartered Status, to join an Independent Financial Planning business in Macclesfield, Cheshire. This is a permanent full-time job. Also, a great opportunity to join a professional directly authorised firm which continues to grow. You will benefit from 26 days holiday plus bank holidays, flexible hybrid / remote working options (Paraplanners predominently WFH if this is their preference) , 3 x DIS and great a pension plan (5% + 5%).
Role Responsibilities:
The incoming Senior Paraplanner will have attained Chartered status and should have a very high level of technical expertise, able to handle complex work.
Responsibilities include:
- Accurately prepare complex suitability reports and letters to target deadlines.
- Ensure all client work is compliant and supported with relevant paperwork.
- Undertake comparative research in preparation of client recommendations.
- Complete technical research as part of the existing arrangement review process.
- Understand clients overall financial position from fact finds.
- Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.
- Ensure all client queries are appropriately investigated and accurate responses given.
- Conduct annual reviews in line with SLAs.
- Working closely with 2 Chartered Financial Planners.
- Providing support with preparation of new business reports and annual suitability review letters.
Person Specification
The successful Paraplanner will ideally have experience of handling complex IHT work, VCT/EIS, carry forward calcs etc. You will also have:
- Chartered status (or close to achieving this).
- High level of technical expertise.
- Ability to work well with team members and clients.
- Excellent time management skills and the ability to multitask.
Benefits and Rewards
The incoming Senior Paraplanner will join a friendly, supportive and flexible team. In addition, you will be awarded with the following employee benefits:
- Great pension scheme
- 26 days holiday plus bank holidays.
- Flexible working options.
- Hybrid / remote working setup.
- Bonus scheme.
About the Company
A well-established Financial Planning Firm in Macclesfield, South Manchester specialising in retirement planning work, investments, estate planning and corporate advice. This firm show a keen interest in their employees’ careers and offers development opportunities if progressing into an Advisory role is your goal.
Next Steps
Apply now if your skills and experience align with this Senior Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment via email 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.
