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:
* Basic Salary ranging from £38,000 - £45,000
* Study material/Exams paid and study leave provided
* Staff events
* Great Training and Progression Opportunities
* Annual Pay Review
* 25 days holiday + bank holidays
* 9:00 – 5:30 Monday to Friday with flexible working hours where required.
To be considered for the Paraplanner role, you must have:
* Previous experience working within an IFA practice
* Organised and methodical with excellent attention to detail
* Ability to prioritise, meet targets and deadlines
* Effective communication skills both written and verbal
* Strong analytical and numerical skills
* Strong IT skills, specifically in Microsoft Word, Excel and Outlook
* Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following:
o SelectaPension
o Financial Express Analytics
o Trigold
o Assureweb
o ExWeb
o MiCap
o Investment Platforms; Abrdn, Aviva & Aego
Responsibilities for the role of Paraplanner:
* Preparing analysis of the 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
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