Eventus Recruitment are seeking a Junior Paraplanner to join a well established Financial Planning business based in Congleton, Cheshire. This is a great opportunity to join a thriving well respected company. You will benefit from 25 days holiday plus bank holidays, hybrid and flexible working options, and good pension plan.
Role Responsibilities
The incoming Junior Paraplanner will have previous experience working within a IFA / Financial Planning firm. Responsibilities include:
- Accurately prepare basic suitability reports and letters.
- Ensure all client work is compliant and supported with relevant paperwork.
- Comparative research.
- Understand clients overall financial position from the Financial Planners fact finds.
- Discuss client objectives with the Financial Planner / IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.
- Ensure all client queries are appropriately investigated and accurate responses given.
- Providing support with preparation of new business reports and annual suitability review letters.
Person Specification
The successful candidate will have:
- Good Financial Planning knowledge.
- Experience of using FInancial Planning software and systems.
- Ability to work well within a team.
Benefits and Rewards
The incoming Junior Paraplanner will benefit from working within a supportive and approachable team. You will be awarded with the following employee benefits:
- 25 days holiday plus bank holidays.
- Flexible working options.
- Hybrid working model.
- Bonus scheme.
About the Company
A well-established Financial Planning Firm in a lovely part of Congleton / Cheshire, specialising in retirement planning work, personal investments. They show a keen interest in their employees' careers and will offer development opportunities if progession is your goal.
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 Eventus Recruitment Cheshire 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.
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