We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations.Our client is a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.As a Chartered IFA, they actively encourage and fully support all of their colleagues in theirprofessional development and will fund study material and examination costs to support CIILearning pathways.Key responsibilities include:
* 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 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
Skills and experienceThis role is perfect for s...