We are recruiting an experienced, high calibre paraplanner to work closely with our client, a team of Chartered financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations.Our client is a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.As a Chartered IFA, they actively encourage and fully support all of their colleagues in theirprofessional development and will fund study material and examination costs to support CIILearning pathways.Key responsibilities include:

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 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

Skills and experienceThis role is perfect for someone who thrives on turning complex financial data into actionable, client-friendly solutions.

You have previous experience of working within an Independent Financial Adviser practice
You are organised & methodical
You have excellent attention to detail and high standards of accuracy
You are organised and able to prioritise and meet deadlines
You have effective communication skills
Strong analytical and numerical skills
You thrive working as part of a team
You have strong IT skills, specifically in MS Office - Word, Excel and Outlook

Experience of IO (Intelliflo) back-office system would be an advantage, together with experience of some, or all, of the following platforms:

SelectaPension
Financial Express
Trigold
Assureweb
ExWeb
MiCap
Investment Platforms; Abrdn, Aviva & Aegon

The ideal candidate will have several years of paraplanning experience, RO qualifications would be preferred but not essential if experience can be evidenced.Excellent benefits include:

Permanent
A full-time position
A salary to match your talent/experience
20 days holiday entitlement + bank holidays
Annual pay review with performance linked pay increases
9am-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

Paraplanner

Senior Financial Planner - National Chartered Financial Planning firm

Independent Financial Adviser (IFA) - North West Location Chester

Financial Services Administrator