Eventus Recruitment are seeking a Senior Paraplanner, ideally with Chartered Status, to join an Independent Financial Planning business in Macclesfield, Cheshire. This is a permanent full-time job. Also, a great opportunity to join a professional directly authorised firm which continues to grow. You will benefit from 26 days holiday plus bank holidays, flexible hybrid / remote working options (Paraplanners predominently WFH if this is their preference), 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:
1. Accurately prepare complex suitability reports and letters to target deadlines.
2. Ensure all client work is compliant and supported with relevant paperwork.
3. Undertake comparative research in preparation of client recommendations.
4. Complete technical research as part of the existing arrangement review process.
5. Understand clients overall financial position from fact finds.
6. Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.
7. Ensure all client queries are appropriately investigated and accurate responses given.
8. Conduct annual reviews in line with SLAs....