Paraplanner / Trainee Paraplanner

Description

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking a Paraplanner to join the an existing team of qualified Paraplanners supporting 9 Financial Advisers. The idea candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm.

Specifically you'll 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

We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previosuly, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon

Ad ID: 5416911737