Essential Personnel
Wilmslow, UK
14 Aug 2019
12 Sep 2019
Contract Type
Full Time
Are you a paraplanner looking for a role where you can get more involved with your clients? Are you looking to join a company that looks after its people really well?

Job title: Financial Planner

Hours: 9am to 5pm, Mon-Fri

You'll get great benefits like a whopping 33 days holiday a year (plus stats on top!) and free breakfasts with this Paraplanner role. With this financial planning and wealth management firm however, it won't be a typical financial planning role - you'll also be looking after a portfolio of clients, so they can deal directly with the expert on their portfolio.Your duties will include:

·Building relationships with clients to support across the financial planning process, including tax and estate planning, asset allocation and quarterly portfolio reviews

·Attending client meetings to document and understand client needs

·Prepare investment strategies and recommendation reports

·Use research and planning systems and your up-to-date knowledge of regulations and industry development to offer the best investment strategies for client needs


·CII Level 4 Diploma in Regulated Finance Planning

·Confident in preparing and communicating numbers and reports to clients

·Previous experience working for a wealth management or asset management company

·To qualify for the top end of the salary range, you should be a Chartered or Certified Financial Planner

Company benefits:

·Sunday Times Top 100 employer

·An incredible holiday allowance - 33 days, plus the bank holidays as well, increasing with service up to 38 plus stats!

·Discretionary bonus based on company and individual performance up to 13% of salary

·Health insurance after 2 years

·Company pension

·Free breakfast every day

·Parking is limited for now, but the company is expanding into new premises soon where more spaces will come available

For more, click the apply button. Even if your CV isn't quite up-to-date, give Jacqui a call to have a chat and discuss what you're looking for in a bit more detail - our reference number for this job is JF124.

The legal bit

Essential Personnel Ltd are acting as an employment agency with regard to this position.

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