Average Chartered Paraplanner salary in Wilmslow

Job Title: Paraplanner Industry: Wealth Management Location:Cheshire Salary: £35,000 - 40,000 Reference Number: 9290 Job Description: Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm? Recruit UK is proud to collaborate with a leading wealth management firm in Cheshire, currently seeking an experienced Paraplanner to become an integral part of their expert team. This role presents a unique opportunity for a dedicated professional with strong technical administration skills to further their career in the finance industry. The ideal candidate will be someone who is not only passionate about their field but also eager to contribute to and grow with a firm that is deeply committed to supporting long-term career development and success. If you are interested in joining a firm who are proud to offer holistic, independent financial advice, then apply today. Responsibilities: • Suitability report writing • Assist Financial Planners with preparation for client meetings. • Maintain compliant records. • Research and analysis • Attend client meetings • Review investment portfolios • Strategy report writing What’s in it for you: • Competitive salary up to £40,000 • Bonus scheme • 25 days annual leave plus bank holidays and birthday off • 5% pension contribution • Study support to Chartered status • Flexible working hours • Free parking • Death in service • Private Medical Insurance • Opportunities to progress Skills and experience required: Previous Paraplanning experienceLevel 4 Diploma Qualified or on the way to being qualifiedExcellent knowledge and understanding of Financial Planning products and regulationsAttention to detailExcellent organisational skillsCommunication skills About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Cheshire on a Paraplanner role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a successful Financial Planning business based in Wilmslow, Cheshire. This is a great job opportunity to join an established and successful firm with big growth plans. Employees at this firm love going to work due to the relaxed, friendly, autonomous yet supportive working environment. You will benefit from 25 days holiday + bank holidays. a bonus scheme, flexible working policy (core hours 10am to 4pm) and an excellent pension (up to 5% employer contribution). Role responsibilities The role is to support the Financial Planners in providing, implementing and reviewing strategies and advice to clients. This will include monitoring and reporting to clients in respect of various types of financial products. Other duties within this Paraplanner job will include: Supporting Consultants in preparing accurate financial plans and suitability reports.Attending client meetings with Advisers.Supporting the Advisers in research and analysis to meet client needs and objectives.Having a full understanding of Holistic Financial Planning (Lifestyle Planning),Dealing with all aspects of advice, such as Inheritance Tax Planning and Trusts etc…Developing and maintaining internal relationships with various areas of the business to meet agreed targets.Continuous professional development to meet regulatory requirements and personal development needs.Managing individual workflow and delivery.Ensuring that any business conducted is done in a responsible and compliant manner.Meeting all legislative requirements, both internally and externally.Providing technical guidance to the Client Services Team (CST), assisting with product specific, technical and compliance-based queries.Working with CST to ensure advice is implemented accurately and compliantly. Person specification The incoming Paraplanner will have the following experience, skills and attributes: Excellent understanding of the financial planning process.Excellent report writing skills.Experience of cashflow forecasting.Confident and credible when attending client meetings.Proficient IT skills. This should include knowledge of Microsoft Word and Excel.Experience working in a Paraplanning role.Achieved professional qualifications to at least Level 4 (CII Diploma in Financial Planning).Ideally on your way to achieving Chartered with the CII.Excellent communication skills both written and verbal.Attention to quality, detail and accuracy and getting it right first time.Ability to work within tight deadlinesFlexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.Client focused; friendly, helpful and considerate to all.Show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.Enjoys working with other people and works well in a team environment. Benefits and rewards The incoming Paraplanner will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits. Excellent pension (5% employer contribution)Flexible working hours25 days holiday + bank holidaysBonus schemeDIS (4 x salary)Private medical insuranceStudy supportFree parkingSocial eventsHealth cash planNumerous paid social events About the company This is a job opportunity within a market leading Financial Planning / IFA Firm in Wilmslow, Cheshire which provides a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and can offer various progression pathway routes. For example, Advisory route after 2 years if this is your preference. Next Steps Apply now if your skills and experience align with this Paraplanner job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. 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.

Job Title: Finance Assistant Graduate SchemeLocation: Wilmslow, CheshireStudy Support: ACCA or CIMASalary: £25,000Job Type: Full Time, Permanent We are seeking a detail-oriented and proactive Finance Assistant to join our dynamic finance team. This is a Graduate scheme that will propel your career into becoming a chartered accountant. You will play a crucial role in supporting the financial operations of the organisation, ensuring accuracy and efficiency in financial reporting and administrative tasks. This position is ideal for individuals looking to develop their skills in finance while contributing to the overall success of the company. Duties Assist in the preparation of financial reports, budgets, and forecasts.Maintain accurate financial records and ensure compliance with relevant regulations.Process invoices, payments, and receipts in a timely manner.Support month-end and year-end closing processes by reconciling accounts.Liaise with internal departments to gather necessary financial information.Assist with audits by providing required documentation and reports.Perform general administrative tasks related to finance, including filing and data entry.Help maintain the integrity of financial systems and databases. Skills Minimum of a 2:1 in a numerate degree (graduated no less than 2023)Strong A LevelsStrong numerical proficiency and attention to detail.Excellent organisational skills with the ability to manage multiple tasks effectively.Proficient in Microsoft Office Suite, particularly Excel; experience with accounting software is advantageous.Good communication skills, both verbal and written, for liaising with team members and stakeholders.Ability to work independently as well as collaboratively within a team environment.A proactive approach to problem-solving and a willingness to learn new processes. When you apply for this role a consultant from Urban Empire Recruitment will give you a call if you’re successful. Please note due to the large volume of applications we receive for these roles, if we have not contacted you within 7 days then unfortunately your application hasn't been successful. however, we may contact you regarding other roles. We're sorry we can't contact you directly, but we wish you all the best in your job search