Paraplanner

Lime People Search & Select Ltd; Chester; On-site; GBP 32,000 - 38,000; Full time

Job summary

A leading Chartered Financial Advisory firm in Chester seeks an experienced Paraplanner to support financial planning and advisory teams. This full-time position offers a competitive salary and benefits, with opportunities for training and professional development.

Benefits

20 days holiday entitlement plus bank holidays

Annual pay review with performance-linked increases

Group Pension scheme

Outstanding training and progression opportunities

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

Qualifications

• 3-4 years experience in Paraplanning.
• Experience in financial analysis and report writing.
• Hands-on experience dealing with financial products and compliance.

Responsibilities

• Prepare analysis of clients' existing portfolios.
• Provide technical support to Advisers and complete tax calculations.
• Develop and implement comprehensive financial plans.

Skills

Analytical Skills

Technical Support

Report Writing

Compliance Knowledge

Education

Diploma in Financial Planning

Job description

Our client is a fully independent Chartered Financial Advisory firm based in Chester, with a passion for Financial Planning. They 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 support to a number of Advisers within the business. The successful candidate 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:

1. Preparing analysis of clients' existing portfolios
2. Providing technical support to Advisers
3. Completing calculations (e.g., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling, etc.)
4. Working closely with the Adviser to research and formulate appropriate advice
5. Preparing Recommendation Reports and supplementary documentation
6. Adhering to Innes Reid's compliance procedures, core values, and high standards of client service
7. Regular liaison with product providers, account managers, and clients
8. Developing and maintaining knowledge of financial products and markets to meet regulatory requirements and personal development needs

Ideally, we are seeking a fully qualified and experienced Paraplanner with 3-4 years of experience in Paraplanning. However, we will consider candidates who are partially through completing their Diploma, provided they have some hands-on experience in Paraplanning and/or Report Writing.

A great salary and working environment are offered, along with a comprehensive benefits package:

• Full-time position
• Up to GBP 38,000 gross per annum
• 20 days holiday entitlement plus bank holidays
• Annual pay review with performance-linked increases
• Working hours: 9 am - 5:30 pm, with flexible hours when required
• Group Pension scheme
• Outstanding training and progression opportunities, including internal and external training programs
• 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