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 a 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 and a 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. Our privacy policy can be found on the bottom of our website.
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