Financial Services Professional

2 days ago


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

Lime People Search & Select Ltd seeks a skilled Paraplanner to support its team of Advisers. The ideal candidate will be fully qualified and experienced, with excellent technical knowledge.

Key Responsibilities
  • Prepare in-depth analysis of client portfolios
  • Provide expert technical support to Advisers
  • Conduct complex calculations (income tax, IHT, Capital Gains Tax)
  • Collaborate with Advisers to research and formulate tailored advice
  • Produce high-quality Recommendation Reports and supplementary documentation
  • Maintain strict adherence to compliance procedures and deliver exceptional client service
  • Foster strong relationships with product providers and clients
  • Stay up-to-date with financial products and markets
Benefits Package
  • A competitive salary up to £38,000 per annum
  • 20 days' annual leave entitlement
  • Performance-linked pay increases
  • An attractive benefits package, including a Group Pension scheme
  • Opportunities for career progression and professional development
  • Flexible working hours and a supportive work environment


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