We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area
Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
1. Basic Salary ranging from £38,000 - £45,000
2. Study material/Exams paid and study leave provided
3. Staff events
4. Great Training and Progression Opportunities
5. Annual Pay Review
6. 25 days holiday + bank holidays
7. 9:00 – 5:30 Monday to Friday with flexible working hours where required.
To be considered for the Paraplanner role, you must have:
8. Previous experience working within an IFA practice
9. Organised and methodical with excellent attention to detail
10. Ability to prioritise, meet targets and deadlines
11. Effective communication skills both written and verbal
12. Strong analytical and numerical skills
13. Strong IT skills, specifically in Microsoft Word, Excel and Outlook
14. Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following: SelectaPension Financial Express Analytics Trigold Assureweb ExWeb MiCap Investment Platforms; Abrdn, Aviva & Aego
Responsibilities for the role of Paraplanner:
15. Preparing analysis of the client’s existing portfolio
16. Provision of technical support to Advisers
17. Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
18. Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
19. Working closely with the Adviser to research and formulate appropriate advice
20. Preparation of Recommendation Reports and supplementary documentation
21. Adherence to compliance procedures, core values and high standards of client service
22. Regular liaison with product providers, account managers and clients
23. Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs