Job Details

Paraplanner

Sector:Financial Services

Region : North West England

Location: Chester

Salary: £40,000 Neg

Job Ref.: CL1812PPI

Job Information

 Our Clients are a highly successful firm of Wealth Managers based in Chester who require the help of a further experienced Paraplanner to join the team. supporting a number of Advisers. 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

 

Experience of the Intellifo back-office system would be advantageous, together with experience of some, or all, of the following:

 

·         SelectaPension

·         Financial Express Analytics

·         Trigold

·         Assureweb

·         ExWeb

·         MiCap

·         Investment Platforms; Abrdn, Aviva & Aegon

 

For a full job description and further information please apply on-line or contact Cameron James