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Paraplanner / Trainee Paraplanner
Job Posted: 5 days ago
Salary: £ 30,000 - 40,000 / Annum
Job Type: Permanent
Location: Chester, Cheshire West and Chester
Expire in: 23 days
Job Description
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm.
Specifically you'll be responsible for:
* Preparing analysis of client’s existing portfolio
* Provision of technical support to Advisers
* Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
* Working closely with the Adviser to research and formulate appropriate advice
* Preparation of Recommendation Reports and supplementary documentation
* Adherence to Innes Reid’s compliance procedures, core values and high standards of client service
* Regular liaison with product providers, account managers and clients
* Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and AegonBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner / Trainee Paraplanner job near me in Chester, Cheshire West and Chester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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