Paraplanner

3 months ago

Chester, United Kingdom Lime People Search & Select Ltd Full time

Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.

We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.

Specifically you will 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

Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.

A great salary and working environment is offered along with a great benefits structure as below:

  • A full-time position
  • Up-to £38,000 gross per annum
  • 20 days holiday entitlement + bank holidays
  • Annual pay review with performance linked pay increases
  • 9-5.30pm, access to flexible working hours when required
  • Group Pension scheme
  • Reach your career goals with outstanding training and progression, including internal and external training programmes
  • Full sponsorship for financial advice qualifications
  • Study days for relevant examinations
  • Access to free financial advice and support
  • Cycle to Work Scheme
  • Company social events

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