Careers
at Cowgills

An opportunity has arisen for an experienced Paraplanner to join our Wealth team.

At Cowgills we make your career development our priority.  Whatever you think is possible for yourself is possible at Cowgills.

We’re not your ordinary accountancy firm, far from it. While we’re one of the North West’s leading independent firms of Chartered Accountants and Business Advisors, we’ve never lost sight of the fact that we work with people, not just numbers.

 

The role

A new opportunity has arisen for an experienced Paraplanner to join our Wealth Management division in Bolton on a full-time, permanent basis. The successful candidate will prepare written advice and provide technical research to the Financial Planners.

A little bit more about the role

  • Preparation and maintenance of client files
  • Preparation and implementation of recommendations and financial plans, including cash flow analysis where necessary
  • Preparation of ongoing client reviews of client affairs
  • Undertake necessary research
  • To keep up to date with technical issues and legislative changes
  • To comply with relevant compliance, TCF, T&C and financial crime procedures of the firm
  • Develop and maintain effective relationships with colleagues

Who we’re looking for

Experience

  • Proven experience in a paraplanning or technical role within an advisory practice
  • Experience in a wide variety of advice types and areas of financial planning
  • The ability to interpret complex planning into clear and concise reports
  • The ability to conduct, understand and interpret cash flow analysis (prior use of Voyant is preferable)
  • The ability to work to deadlines in a fast-paced environment
  • Experience with fund research and analysis (FE Analytics desirable)
  • Proficient use of Word and Excel

Skills

  • High standard of education with a desire to further develop and undertake relevant exams
  • Diploma level qualified (desired) and attained or working towards Level 6
  • Proficient IT skills in core Microsoft Office systems (Word, Excel)
  • Organisation and prioritisation skills
  • Excellent verbal and written communication skills
  • Excellent people skills

Knowledge

  • Technical knowledge of a wide range of financial services products and planning, including Pensions and Retirement, Investments and Tax planning
  • High understanding of financial services regulations and legislations
  • Excellent working knowledge of Microsoft Word and Excel
  • Good working knowledge of cash flow modelling (Voyant preferable)

Beneficial

  • A good working knowledge of Intelliflo
  • Previous experience of the Standard Life, Aviva and Transact platforms

What we offer

  • 37.5 hour working week, with non-contractual flexible working option
  • Pension scheme – Employer contribution 5% of salary provided Employee pays 3% (gross)
  • Death in Service cover – 3 times basic salary
  • Benefits portal & cycle to work and subsidised healthcare plan
  • Personal development – structured training and development plan
  • 22 days holidays + bank holidays
  • Regular social events

If you are interested in the role of Paraplanner, then please email a copy of your CV to careers@cowgills.co.uk 

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Closing Date:

28 February 2022