Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a successful Financial Planning business based near Chester, Cheshire. This is a great opportunity to join an established and successful firm on a permanent full-time basis. Employees at this firm love going to work due to the impressive team spirit and supportive working environment. You will benefit from 25 days holiday + bank holidays, free car parking, flexible working policy and an excellent pension.
Role responsibilities
The role of Paraplanner is to support the Financial Advisers in providing, implementing and reviewing strategies and advice to clients. This will include research and reporting to clients in respect of various types of financial products.
Main duties within this Paraplanner job will include:
1. Supporting Consultants in preparing accurate financial plans and suitability reports.
2. Supporting the Advisers in research and analysis to meet client needs and objectives.
3. Having a full understanding of Holistic Financial Planning (Lifestyle Planning).
4. Dealing with all aspects of advice, such as Inheritance Tax Planning and Trusts etc…
5. Continuous professional development to meet regulatory requirements and personal development needs.
6. Managing individual workflow and delivery.
7. Ensuring that any business conducted is done in a responsible and compliant manner.
8. Meeting...