Paraplanner

Lime People Search & Select Ltd; Chester; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player in Chester is seeking a dedicated Paraplanner to join their passionate team. This role involves designing and implementing comprehensive financial plans, ensuring exceptional client service, and adhering to compliance standards. With a focus on personal development, the company offers opportunities for career advancement through training and full sponsorship for financial advice qualifications. If you have a background in financial planning and are eager to contribute to a supportive environment, this position is perfect for you!

Benefits

20 days holiday plus bank holidays

Annual pay review

Flexible working hours

Career development opportunities

Full sponsorship for financial advice qualifications

Study days for relevant exams

Access to free financial advice

Qualifications

• 3-4 years of experience in Paraplanning or related fields.
• Fully qualified or partially qualified candidates considered.

Responsibilities

• Prepare analysis of clients' portfolios and provide technical support.
• Research and formulate appropriate advice in collaboration with Advisers.

Skills

Financial Planning

Wealth Management

Pensions & Retirement Planning

Report Writing

Tax Calculations

Education

Diploma in Financial Planning

Job description

Our client is a fully independent Chartered Financial Advisory firm based in Chester, passionate about Financial Planning, providing 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 supporting multiple 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:

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. Researching and formulating appropriate advice in collaboration with the Adviser
5. Preparing Recommendation Reports and supplementary documentation
6. Adhering to Innes Reid's compliance procedures, core values, and maintaining high standards of client service
7. Liaising regularly 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. 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 positive working environment are offered, along with a comprehensive benefits package:

1. A full-time position
2. 20 days holiday plus bank holidays
3. Annual pay review with performance-based increases
4. Working hours from 9:00 am to 5:30 pm, with flexible hours available when needed
5. Opportunities for career development through internal and external training programs
6. Full sponsorship for financial advice qualifications
7. Study days for relevant exams
8. Access to free financial advice and support