Paraplanner

Location: Birmingham, Leeds, Carlisle or Exeter, United Kingdom

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Prepare in-depth reports and analysis for financial advisers to support client recommendations.
• Liaise with advisers to determine suitable financial planning recommendations.
• Analyse information provided by advisers and identify appropriate solutions for client needs.
• Determine how recommendations should be presented and ensure reports contain all required information.
• Complete work within agreed timescales and required quality standards.
• Provide paraplanning services to financial advisers in accordance with FCA regulations.

Requirements

• Previous paraplanning experience.
• CII QCF Level 4 Diploma qualification or equivalent, or be close to achieving it.
• Excellent report writing, presentation, analytical, communication, and interpersonal skills.
• Knowledge of financial services providers, platforms, and analytical tools.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook.
• Ability to organise workloads and prioritise effectively.

Nice to have

• Experience with Defaqto Engage, Defaqto Analytics, or X-Plan.

Culture & Benefits

• Permanent full-time employment within a collaborative pod structure.
• 182 hours of holiday, equivalent to 26 days.
• Company incentive scheme and non-contributory pension scheme.
• Private medical insurance, life assurance at four times salary, and income protection.
• Flexible benefits are available to UK employees through salary deduction.