Paraplanner

We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area. The role is available on a hybrid working basis, therefore can offer remote working for part of the week

Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners. The successful candidate would ideally be Level 4 Diploma qualified or working towards, with experience in providing technical support in a Financial Planning firm.

The successful Paraplanner will be offered:

Basic Salary between £30,000 - £40,000
Study material/Exams paid
Staff events
Great Progression Opportunities
Annual Pay Review

To be considered for the Paraplanner role you must have:

Previous experience 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

Responsibilities for the role of Paraplanner:

Preparing analysis of the 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 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

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage