At a Glance
- Tasks: Support financial planners by creating detailed financial plans and reports for clients.
- Company: Reputable Financial Planning business with a collaborative and people-focused culture.
- Benefits: £45,000 salary, hybrid working, 33 days holiday, and study support up to Chartered level.
- Other info: Flexible hours, ongoing career development, and a friendly work environment.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Paraplanner and strong analytical skills required.
The predicted salary is between 45000 - 45000 £ per year.
Eventus Recruitment are seeking an experienced Paraplanner to join a highly regarded Financial Planning business based in Wilmslow, Cheshire. This is a permanent, full-time Paraplanner job working Monday to Friday, 9am–5pm with flexible start and finish times, alongside hybrid working of 2–3 days in the office in Wilmslow, Cheshire and 2–3 days working from home. This Paraplanner job offers the opportunity to work within a collaborative and people-focused Financial Planning team, delivering high-quality lifetime financial planning support.
Benefits of this Paraplanner job include:
- Salary of £45,000
- Hybrid and flexible working
- Annual bonus scheme
- 33 days holiday including bank holidays
- Birthday leave
- Study support up to Chartered level
- Comprehensive benefits package
Job Responsibilities
This Paraplanner job plays a central part in delivering high-quality financial planning support and ensuring excellent client outcomes. The incoming Paraplanner will work closely with Financial Planners and administrative teams to build and maintain detailed financial plans for a portfolio of clients.
- Producing detailed cashflow forecasting and financial planning analysis to support client recommendations
- Analysing client financial positions, including assets, liabilities and future objectives
- Preparing suitability reports that clearly explain recommendations in a concise and client-friendly manner
- Supporting the preparation and delivery of holistic financial planning strategies
- Maintaining and updating client financial plans to ensure ongoing suitability
- Assisting with annual reviews and ensuring all follow-up actions are completed efficiently
- Liaising with clients via telephone, email and in meetings where appropriate
- Collaborating with Financial Planners and back-office teams to ensure seamless service delivery
- Supporting with application queries and ensuring cases are progressed efficiently
- Contributing to a team-based approach to client relationship management
- Ensuring all work complies with regulatory and internal standards
Person Specification
This Paraplanner job is suited to a detail-oriented and motivated Financial Planning professional who enjoys analytical work and delivering excellent client outcomes. The employer is seeking someone who is passionate about financial planning and thrives in a collaborative team environment.
- Previous experience working as a Paraplanner within a Financial Planning environment
- Strong knowledge of financial planning products and services
- Experience producing suitability reports and financial analysis
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Ability to manage workload independently while contributing to a wider team
- A proactive and curious approach to problem-solving
- Progression towards or desire to achieve Chartered status is advantageous
- Comfortable working in a hybrid environment with both office and remote working
- A professional, collaborative and client-focused mindset
Benefits and Rewards
The employer offers a comprehensive and highly competitive benefits package designed to support both professional development and personal wellbeing. This Paraplanner job provides long-term career development within a supportive and forward-thinking Financial Planning business.
- Salary of £45,000
- Company-wide annual bonus scheme
- 25 days holiday plus bank holidays, plus birthday leave
- Study support up to Chartered level including exam costs and study leave
- Flexible working hours between 8am and 7pm
- Hybrid working with 2–3 days from home
- Employer pension contribution of 5%
- Private medical insurance
- Cash health plan
- Death in service cover (four times salary)
- Free on-site parking
- Smart casual dress code
- Supportive and collaborative working environment
- Ongoing career development and progression opportunities
About the Company
The employer is a well-established and highly respected Financial Planning business with a strong presence in Wilmslow, Cheshire. The hiring company focuses on delivering comprehensive, lifetime financial planning with an emphasis on understanding client goals and building long-term strategies. Operating with a collaborative team approach, the Financial Planning business places a strong emphasis on client relationships, clear communication and high-quality advice. The organisation has recently become part of a wider group, allowing continued independence while benefiting from additional expertise and resources. With a people-first culture and a commitment to excellence, this is an excellent opportunity for a Paraplanner seeking a long-term career in Wilmslow, Cheshire.
As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances.
Hybrid Paraplanner: Financial Planning & Reports Pro in Wilmslow employer: Eventus Recruitment Group
Join a highly regarded Financial Planning business in Wilmslow, Cheshire, where you will thrive in a collaborative and people-focused environment. With a competitive salary of £45,000, flexible hybrid working options, and a comprehensive benefits package including study support up to Chartered level, this role offers exceptional opportunities for professional growth and a supportive culture that prioritises employee wellbeing and development.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Paraplanner: Financial Planning & Reports Pro in Wilmslow
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that Paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your financial planning knowledge and the specific products they use. Show them you’re not just a detail-oriented whiz but also genuinely passionate about helping clients achieve their goals.
✨Tip Number 3
Don’t forget to ask questions during the interview! This shows your interest in the role and helps you gauge if the company culture aligns with your values. Plus, it’s a great way to demonstrate your proactive approach.
✨Tip Number 4
Apply through our website for a smoother process! We want to see your application and help you get noticed. Plus, it’s the best way to ensure you’re in the loop about any updates or opportunities.
We think you need these skills to ace Hybrid Paraplanner: Financial Planning & Reports Pro in Wilmslow
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience as a Paraplanner. Use keywords from the job description to show that you understand what they're looking for.
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills in financial planning, report writing, and client communication make you the perfect fit for this role. We want to see your analytical prowess shine through!
Be Personable:Remember, this is a people-focused team! Inject a bit of your personality into your application. Let us know why you're passionate about financial planning and how you thrive in a collaborative environment.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it’s super easy and straightforward!
How to prepare for a job interview at Eventus Recruitment Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning products and services. Be ready to discuss your experience with cashflow forecasting and suitability reports, as these are key aspects of the role.
✨Showcase Your Team Spirit
Since this role involves a lot of collaboration, be prepared to share examples of how you've worked effectively in a team. Highlight your ability to communicate clearly and support your colleagues in delivering excellent client outcomes.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to explain how you would analyse a client's financial position and prepare recommendations that are both clear and client-friendly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, the team dynamics, and how they support professional development. This shows your genuine interest in the role and the organisation.
