Paraplanner

GCB AGENCY RECRUITMENT; Chester; On-site; GBP 38,000 - 45,000; Full time

Job summary

A leading financial planning practice in Chester is seeking a Paraplanner to join their team. The role offers excellent career progression and requires experience in a financial planning firm. The successful candidate will provide technical support and prepare analysis for client portfolios while ensuring compliance with industry standards.

Benefits

Study material and exams paid

Flexible working hours

25 days holiday + bank holidays

Annual pay review

Staff events

Great training and progression opportunities

Qualifications

• Previous experience working within an IFA practice.
• Ability to prioritise, meet targets and deadlines.
• Strong IT skills with Microsoft applications.

Responsibilities

• Preparing analysis of client's existing portfolio.
• Providing technical support to Advisers.
• Completing calculations for various financial assessments.

Skills

Organised

Attention to detail

Effective communication

Analytical skills

Numerical skills

IT skills

Tools

Microsoft Word

Excel

Outlook

Intellifo

SelectaPension

Financial Express Analytics

Trigold

Assureweb

ExWeb

MiCap

Job description

We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area.

Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.

The successful Paraplanner will be offered:

• Basic Salary ranging from £38,000 - £45,000
• Study material/Exams paid and study leave provided
• Staff events
• Great Training and Progression Opportunities
• Annual Pay Review
• 25 days holiday + bank holidays
• 9:00 – 5:30 Monday to Friday with flexible working hours where required.

To be considered for the Paraplanner role, you must have:

• Previous experience working within an IFA practice
• Organised and methodical with excellent attention to detail
• Ability to prioritise, meet targets and deadlines
• Effective communication skills both written and verbal
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook
• Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following:
  • SelectaPension
  • Financial Express Analytics
  • Trigold
  • Assureweb
  • ExWeb
  • MiCap
  • Investment Platforms; Abrdn, Aviva & Aego

Responsibilities for the role of Paraplanner:

• Preparing analysis of the 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 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