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Paraplanner

Lime People Search & Select Ltd
Posted 24 days ago, valid for 3 days
Location

Chester, Cheshire CH4 9RE, England

Salary

£38,000 per annum

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • 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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.