Paraplanner for Chartered IFA - Training & Growth

Innes Reid; Chester; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Permanent

Full-time

Competitive salary

20 days + bank holidays

Pay review & raises

Flexible hours

Training & progression

Sponsorship for qualifications

Study days

Financial advice support

Cycle to work

Social events

Job summary

Innes Reid, Chartered Independent Financial advisers based in Hoole, Chester, is seeking an experienced paraplanner to work closely with our team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients’ expectations. The role is on-site in our Hoole office, reporting to the Senior Paraplanners.

You will help translate complex financial data into client-friendly advice, supporting professional development through funded study and external

Qualifications

• Several years of paraplanning experience in an IFA practice.
• Excellent attention to detail and high accuracy.
• Strong IT skills and ability to translate data into advice.
• Organised, methodical and able to prioritise deadlines.
• Effective communication and numerical analysis skills.

Responsibilities

• Prepare analysis of client portfolios and research appropriate advice.
• Provide technical support to Advisers and draft Recommendation Reports.
• Adhere to compliance procedures and internal standards.
• Liaise with product providers and clients to support ongoing planning.
• Develop knowledge of financial products to meet regulatory requirements.

Skills

Paraplanning

Organised

Attention to detail

Deadline management

Communication

Analytical skills

Team player

MS Office

Education

RO qualifications

Tools

IO back-office

Assureweb

ExWeb

MiCap

Abrdn

Aviva

Aegon

MS Office (Word/Excel/Outlook)

Job description

Innes Reid, Chartered Independent Financial advisers based in Hoole, Chester, is seeking an experienced paraplanner to work closely with our team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients’ expectations. The role is on-site in our Hoole office, reporting to the Senior Paraplanners.

You will help translate complex financial data into client-friendly advice, supporting professional development through funded study and external