Paraplanner / Trainee Paraplanner

Lime People Search & Select Ltd; England; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory firm in Chester is seeking a qualified Paraplanner to support Financial Advisers. The ideal candidate will be Level 4 Diploma qualified or working towards it. Responsibilities include preparing analyses, providing technical support, and adhering to compliance standards. Strong organisational, analytical, and communication skills are essential. Experience with Intelliflow and other platforms is advantageous.

Qualifications

• Experience in an IFA firm.
• Ability to prioritise and meet targets and deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Prepare analysis of clients' existing portfolio.
• Provide technical support to Advisers.
• Complete calculations for financial advising.

Skills

Organisational skills

Attention to detail

Analytical skills

Numerical skills

Communication skills

Education

Level 4 Diploma in Financial Planning

Tools

Intelliflow

Selectapension

Trigold

Assureweb

Platforms: Abrdn, Aviva, Aegon

Job description

Overview

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

Role

We are urgently seeking a Paraplanner to join the existing team of qualified Paraplanners supporting 9 Financial Advisers. The ideal candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm.

Responsibilities

• Preparing analysis of clients' 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 Innes Reid's 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

Requirements

We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills. You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.