Financial Planning Assistant

3 weeks ago

Chester, Cheshire, United Kingdom GCB Recruitment Full time
{"title": "Paraplanner Role", "subtitle": "Join our clients, a highly successful and expanding practice in the Chester area", "content": "

We are seeking a skilled Paraplanner to provide technical support to our Advisers and contribute to the growth of our clients\u2019 practice.

The ideal candidate will have a Level 4 Diploma in Financial Planning or be working towards it, with experience in providing technical support in a Financial Planning firm.

The successful Paraplanner will be offered:

  • Basic Salary between £30,000 - £40,000
  • Study material/Exams paid
  • Staff events
  • Great Progression Opportunities
  • Annual Pay Review

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

Responsibilities for the role of Paraplanner:

  • Preparing analysis of the client\u2019s 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

Please note that due to the high volume of applications, we will only contact candidates who meet the required criteria.

", "company": "GCB Agency Recruitment Ltd"}

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