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