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,