We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area
Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
- Basic Salary ranging from £38,000 - £45,000
- Study material/Exams paid and study leave provided
- Staff events
- Great Training and Progression Opportunities
- Annual Pay Review
- 25 days holiday + bank holidays
- 9:00 – 5:30 Monday to Friday with flexible working hours where required.
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
- Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following:
- SelectaPension
- Financial Express Analytics
- Trigold
- Assureweb
- ExWeb
- MiCap
- Investment Platforms; Abrdn, Aviva & Aego
Responsibilities for the role of Paraplanner:
- Preparing analysis of the 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