Paraplanner

www.topfinancialjobs.co.uk - Jobboard; Chester; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner to join their dynamic team in Chester. This role is pivotal in delivering exceptional financial planning services, where you'll collaborate closely with Advisers to create comprehensive financial plans tailored to clients' needs. With a strong emphasis on compliance and high standards of client service, you'll engage in various tasks, from preparing analysis and recommendation reports to maintaining knowledge of financial products. This position not only offers a competitive salary but also a supportive environment with opportunities for career development and sponsorship for financial qualifications.

Benefits

20 days holiday + bank holidays

Annual pay review

Flexible working hours

Career development opportunities

Full sponsorship for financial qualifications

Study days for examinations

Access to free financial advice

Qualifications

• 3-4 years of experience in Paraplanning.
• Fully qualified or partially through Diploma with hands-on experience.

Responsibilities

• Prepare analysis of clients' existing portfolios.
• Provide technical support to Advisers and complete calculations.
• Research and formulate appropriate advice in collaboration with Advisers.

Skills

Paraplanning

Report Writing

Financial Analysis

Tax Calculations

Client Liaison

Education

Diploma in Financial Planning

Job description

Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and 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 Paraplanning support to a number of Advisers within the Business. You 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:

• Preparing analysis of clients' existing portfolios
• Providing technical support to Advisers
• Completing calculations (e.g., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling, etc.)
• Researching and formulating appropriate advice in collaboration with Advisers
• Preparing Recommendation Reports and supplementary documentation
• Adhering to Innes Reid's compliance procedures, core values, and maintaining high standards of client service
• Regular liaison with product providers, account managers, and clients
• 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 competitive salary and a supportive working environment are offered, along with a comprehensive benefits package:

• A full-time position
• 20 days holiday entitlement + bank holidays
• Annual pay review with performance-based increases
• Working hours from 9 am to 5:30 pm, with flexible hours when required
• Opportunities for career development through internal and external training programs
• Full sponsorship for financial advice qualifications
• Study days for relevant examinations
• Access to free financial advice and support