Job Details

Paraplanner

Sector:Financial Services

Region : North West England

Location: Chester

Salary: Neg

Job Ref.: CL0311PPI

Job Information

Working alongside a team of experienced paraplanners, supporting eight Advisers within an established, independent Wealth Management firm in Chester, the ideal candidate would be ideally Level 4 Diploma qualified or working towards, with experience of providing technical support in a Financial Planning firm.

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

·         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 

Skills & Experience required: 

·         Previous experience of 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 

Experience of the Intellifo back-office system would be advantageous,