Senior Paraplanner

Job Location	Chester
Education	Not Mentioned
Salary	£33,000 - £45,000 per annum, negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

My client is a Chartered Independent Financial adviser firm based in Chester. They are recruiting for an experienced, high-calibre paraplanner to work closely with a team offinancial advisers to design, develop, and implement comprehensive financial plans that exceedclients expectations.They are looking for a Paraplanner whos as passionate about financial planning as they are.Working onsite in the Chester office. Reporting to the Senior Paraplanners. This is your chanceto make a real impact on clients financial well-being.Excellent benefits include:

 Permanent
 A full-time position
 C £40,000 gross per annum
 20 days holiday entitlement + bank holidays
 Annual pay review with performance-linked pay increases
 9-5.30 pm, access to flexible working hours when required (Possibility of some Hybrid working)
 Group Pension scheme
 Reach your career goals with outstanding training and progression, including internal and
external training programmes
 Full sponsorship for financial advice qualifications
 Study days for relevant examinations
 Access to free financial advice and support
 Cycle to Work Scheme
 Company social events

Key responsibilities include:

 Preparing analysis of 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
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

Skills and experience:This role is perfect for someone who thrives on turning complex financial data into actionable,client-friendly solutions. You have previous experience of working within an Independent Financial Adviser practice You have excellent attention to detail and high standards of accuracy You thrive working as part of a team You have strong IT skills, specifically in MS Office - Word, Excel and OutlookExperience of IO (Intelliflo) back-office system would be an advantage, together with experienceof some, or all, of the following platforms:

 SelectaPension
 Financial Express
 Trigold
 Assureweb
 ExWeb
 MiCap
 Investment Platform; abrdn, Aviva, Aegon

If you think you might be the perIf you think you might be the perfect fit for this paraplanner role, please send your CV today.

Keyskills :
Administrative SupportFinancial PlanningFinancial ServicesParaplanning

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