Paraplanner

Paraplanner - Chester, North West England

Ref: 1489Friday 2 February 2024

Up to £45,000

Are you an experienced and dynamic paraplanner seeking an opportunity to make a real impact on clients' financial well-being? Look no further! A Chartered Independent Financial advisory firm is seeking a high-caliber Paraplanner to join our dedicated team.

Paraplanner Salary up to £45,000

Performance-Linked Pay Increases: Your success translates into rewards, Flexible Working Hours: Achieve work-life harmony when needed, Training and Progression: Reach your career goals with internal and external training programs, Financial Qualifications: Full sponsorship for your financial advice qualifications.

 

As a Paraplanner, your responsibilities will include:

  • Portfolio Analysis: Prepare comprehensive analysis of client portfolios.
  • Technical Support: Provide essential technical support to Advisers.
  • Calculations Expert: Handle complex calculations, including income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, and Cashflow Modelling.
  • Research Collaboration: Work closely with Advisers to research and formulate appropriate advice.
  • Recommendation Reports: Prepare thorough Recommendation Reports and supplementary documentation.
  • Liaison: Regularly engage with product providers, account managers, and clients.
  • Continuous Learning: Develop and maintain knowledge of financial products and markets to meet regulatory requirements and personal development needs.

To be considered:

  • Previous experience in an Independent Financial Adviser practice is a must.
  • Strong analytical and numerical skills are your strengths.
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.