At a Glance
- Tasks: Analyse client needs and develop tailored financial solutions in a supportive team.
- Company: Join a well-established Financial Planning business in Knutsford, Cheshire.
- Benefits: Enjoy a competitive salary, 25 days holiday, flexible hours, and health insurances.
- Other info: Collaborate with senior leadership in a dynamic and client-focused environment.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: Previous paraplanning experience and Level 4 Diploma PFS qualified.
The predicted salary is between 40000 - 45000 € per year.
Eventus Recruitment are seeking a highly skilled Paraplanner to join a Financial Planning business based in Knutsford, Cheshire. This is a permanent, full-time Paraplanner job offering £40,000 – £45,000 per annum, 25 days holiday, flexible start and finish times, 5% pension, and multiple health insurances. The Paraplanner job will be based in the Knutsford office, with occasional travel to other sites. This is an excellent opportunity for a Financial Planning professional with strong technical skills to join a well-established and supportive team environment.
Job Responsibilities
- Fully analysing clients’ requirements, developing cash flow models, and accurately recording client data.
- Researching and analysing financial products to meet client objectives.
- Constructing financial planning solutions across investment, retirement, tax, and estate planning, supported by computer models and reports.
- Preparing suitability letters and reports in collaboration with administrators, ensuring compliance and accurate back-office records throughout the advice process.
- Preparing client reviews, updating cash flow models, producing investment performance reviews and supporting reports.
- Attending client meetings alongside the Partner and dealing with general client queries.
- Working with colleagues to prepare applications and provider forms, ensuring clients are kept updated throughout.
- Maintaining up-to-date knowledge of templates, advice notes, regulations, and legislation.
- Handling a wide variety of financial planning cases including EIS, VCTs, DFM replacements, IHT and estate planning, protection policies, and SIPPs.
Person Specification
- Previous paraplanning experience with a strong technical background.
- Minimum Level 4 Diploma PFS qualified.
- Chartered Financial Planner status (or working towards) is highly desirable.
- Strong knowledge of specialist case types including EIS, VCTs, DFM replacements, IHT and estate planning, protection, and SIPPs.
- Knowledge of major research systems.
- Experience in pensions, investments, protection, and the Pension Transfer market.
- Strong IT literacy, particularly Microsoft Office, and familiarity with back-office systems.
- Excellent organisational skills, strong numeracy, and exceptional attention to detail.
- Effective communication skills with the ability to manage multiple priorities.
- A proactive, positive, and client-focused approach.
Benefits and Rewards
- Competitive salary of £40,000 – £45,000.
- 25 days holiday.
- Flexible start and finish times.
- 5% pension contribution.
- Multiple health insurances.
- Opportunity to work closely with senior leadership in a supportive team environment.
Paraplanner in Knutsford employer: Eventus Recruitment Group
Join a dynamic Financial Planning business in Knutsford, Cheshire, where you will thrive in a supportive team environment that values your expertise as a Paraplanner. With competitive salaries, flexible working hours, and comprehensive health benefits, this company prioritises employee well-being and professional growth, making it an excellent choice for those seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about letting people know you’re on the lookout for a Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and case types relevant to the role. Practice answering common paraplanning questions and think of examples from your experience that showcase your skills. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at firms that offer the supportive environment you’re looking for. Tailor your approach to each company!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It’s also a great opportunity to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Paraplanner in Knutsford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and technical skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. Keep it engaging and personal – we love a bit of personality!
Showcase Your Technical Skills:Since this role requires strong technical knowledge, make sure to mention any relevant qualifications, like your Level 4 Diploma PFS or progress towards Chartered status. We’re keen to see your expertise in action!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Understand the key concepts around cash flow models, investment strategies, and the specific case types mentioned in the job description. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Prepare Real-Life Examples
Think of specific instances from your previous experience where you've successfully handled paraplanning tasks. Whether it's constructing financial solutions or preparing suitability letters, having concrete examples ready will demonstrate your expertise and problem-solving skills during the interview.
✨Show Your Team Spirit
Since this role involves working closely with a supportive team, be prepared to discuss how you collaborate with others. Share examples of how you've worked alongside colleagues or dealt with client queries effectively. Highlighting your teamwork skills will resonate well with the hiring managers.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or the tools they use for financial analysis. This shows that you're not just interested in the job, but also in how you can fit into their environment and contribute positively.
