Trainee Paraplanner

3 weeks ago

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

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm.
Preparing analysis of client’s existing portfolio
income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
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
You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. Please include why you would like to be considered for this Apprenticeship

  • Accounting Supervisor

    4 weeks ago

    Chester, Cheshire, United Kingdom Agility Resoucing Full time

    Agility Resourcing is currently partnered with a number of Companies (SME's and PLC's) based in the Chester area, who are looking to bring on a number of graduates into the fields of Business, Analysis, IT and Finance . Junior Commercial Analyst Tax Trainee Graduate Management Accountant Graduate Insolvency Trainee Junior Front End Developer ...