Job Description
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 their
professional development and will fund study material and examination costs to support CII
Learning pathways.
Key responsibilities include:
1. Preparing analysis of clients existing portfolio
2. Provision of technical support to Advisers
3. Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
4. Working closely with the Adviser to research and formulate appropriate advice
5. Preparation of Recommendation Reports and supplementary documentation
6. Adherence to compliance procedures, core values and high standards of client service
7. Regular liaison with product providers, account managers and clients
8. Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal d...