Paraplanner

Lime People Search & Select Ltd

Posted 2 days ago, valid for 25 days

Chester, Cheshire CH4 9RE, England

£38,000 per annum

Full Time

Retirement Plan

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Sonic Summary

Our client, an Independent Chartered Financial Advisory firm in Chester, is seeking a Paraplanner to provide support to their Advisory team.
The ideal candidate should have approximately 3-4 years of experience in Paraplanning, although those partially through their Diploma with relevant hands-on experience may also be considered.
The role involves preparing client portfolio analyses, providing technical support to Advisers, and preparing Recommendation Reports, among other responsibilities.
The position offers a salary of up to £38,000 gross per annum, along with benefits such as 20 days holiday, a group pension scheme, and opportunities for professional development.
Candidates will enjoy a supportive working environment with flexible hours and access to training for financial advice qualifications.

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.

We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.

Specifically you will be responsible for:

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 Innes Reid’s 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

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 great salary and working environment is offered along with a great benefits structure as below:

A full-time position
Up-to £38,000 gross per annum
20 days holiday entitlement + bank holidays
Annual pay review with performance linked pay increases
9-5.30pm, 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

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