Paraplanner - Chester

TN United Kingdom; Chester; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An expanding practice in Chester is seeking a skilled Paraplanner to join their team. This role offers the flexibility of hybrid working, allowing you to balance your professional and personal life effectively. You will collaborate with a dedicated team, providing technical support and preparing detailed analyses for clients. This is an excellent opportunity to grow your career in a supportive environment that values professional development. If you have a passion for financial planning and meet the qualifications, this could be the perfect fit for you.

Benefits

Staff Events

Annual Pay Review

Qualifications

• Experience in providing technical support in a Financial Planning firm.
• Level 4 Diploma qualified or working towards it is ideal.

Responsibilities

• Preparing analysis of client portfolios and providing technical support.
• Completing calculations for various tax and financial scenarios.
• Preparing Recommendation Reports and maintaining compliance.

Skills

Organisational Skills

Attention to Detail

Effective Communication

Analytical Skills

Numerical Skills

IT Skills (Microsoft Word, Excel, Outlook)

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. The role is available on a hybrid working basis, therefore can offer remote working for part of the week.

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 would ideally be Level 4 Diploma qualified or working towards it, with experience in providing technical support in a Financial Planning firm.

Benefits for the successful Paraplanner include:

• Staff events
• Annual Pay Review

Requirements to be considered for the Paraplanner role:

• 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

Responsibilities of the Paraplanner include:

• Preparing analysis of the client’s existing portfolio
• 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.)
• Working closely with the Adviser to research and formulate appropriate advice
• Preparing Recommendation Reports and supplementary documentation
• Adhering to compliance procedures, core values, and 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