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.