Company

Financial Careers LtdSee more

addressAddressCheshire, England
type Form of workPermanent, full-time
salary Salary£33,000 - £45,000 per annum, negotiable
CategoryAccounting & Finance

Job description

My client is a successful Chartered Independent Financial adviser firm. They are recruiting for an experienced, high-calibre paraplanner to work closely with a team of fifinancial advisers to design, develop, and implement comprehensive financial plans that exceed clients expectations.

They are looking for a Paraplanner who's as passionate about financial planning as they are.

Working onsite in the Chester office. Reporting to the Senior Paraplanners. This is your chance

to make a real impact on clients' financial well-being.

Excellent benefits include:

  •  Permanent
  •  A full-time position
  •  C £40,000 gross per annum (neogiatable doe)
  •  Annual pay review with performance-linked pay increases
  •  9-5.30 pm, access to flexible working hours when required (Possibility of some Hybrid working)
  •  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

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
  • 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 experience:

This 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 have excellent attention to detail and high standards of accuracy
  •  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 Platform; abrdn, Aviva, Aegon

If you think you might be the perfect fit for this paraplanner role, please send your CV today.

Refer code: 2911115. Financial Careers Ltd - The previous day - 2024-03-03 02:17

Financial Careers Ltd

Cheshire, England

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