Paraplanner

Eventus Legal

Holmes Chapel, Crewe, UK

Eventus Recruitment are seeking an experienced Paraplanner for a practice based in Cheshire East. You will ideally have 1 years’ previous Paraplanner experience and ideally be Diploma Qualified. You will benefit from 25 days holiday plus bank holidays, support to undertake financial planning exams and hybrid working.

Role Responsibilities

The incoming Paraplanner will be joining a well-established practice. Key tasks will include:
• Carrying out research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
• Preparing client centric suitability reports and other documentation, adhering to the company’s processes and compliance framework.
• Being proactive in supporting the Wealth Planners and take the initiative to maintain your technical knowledge, keeping updated on developments and movements in the financial markets and industry.

Person Specification

The successful Paraplanner will have strong... More Detail

Apply Now

Similar Jobs

Companies Hiring in Holmes Chapel, England

Work In Progress HR

Travis Perkins plc

Axon Moore

Everybody Health & Leisure

Commercial

Academics Ltd

BookStaffDirect.com

Recipharm

Umbrellarz Limited

Brighter Bills Limited

Bloor Homes

e-Careers

Busy bees

Academics Ltd

Cheshire East Council

NXTGEN Recruitment

Maria Mallaband

ClickJobs.io

UK IT Networks Limited

Holmes Chapel Comprehensive School & Sixth Form College