Paraplanner - Hybrid/flexible Working
4 weeks ago
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.
You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.
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
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 full-time position
~ 20 days holiday entitlement + bank holidays
~ Annual pay review with performance linked pay increases
~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
~ Access to free financial advice and support
~ Cycle to Work Scheme
~ Company social events
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