Senior Paraplanner

$56,966 - $63,295 yearly
  • CV Library
  • Sandbach, Cheshire East
  • Mar 22, 2024
Permanent Location: Hybrid Status: Listed

Job Description

Eventus Recruitment are seeking a Senior Paraplanner, ideally with Chartered Status, to join a mid-sized Independent Financial Planning business in Cheshire. This is a permanent full-time job. Also, a great opportunity to join a professional directly authorised firm with exciting expansion plans. You will benefit from 26 days holiday plus bank holidays, flexible hybrid / remote working options, 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 South Manchester and Cheshire 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 In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $56,966 to a maximum of $63,295. In British Pounds it has a minimum of £45,000 to a maximum of £50,000. In Australian Dollars it has a minimum of $86,685 to a maximum of $96,316.


Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

For more information visit: Courses Overview

Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

For more information visit: Courses Overview

Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

For more information visit: Courses Overview