My client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations. Reporting to the Senior Paraplanner, this is your chance to make a real impact on clients' financial well-being.
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
Working closely with the Adviser to research and formulate appropriate
Advice
Preparation of Recommendation Reports and supplementary documentation
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 And Experience
You have previous experience of working within an Independent Financial Adviser practice
You are organised & methodical
You have excellent attention to detail and high standards of accuracy
You are organised and able to prioritise and meet deadlines
You have effective communication skills
Strong analytical and numerical skills
You thrive working as part of a team
Level 4 preferred
For more information please contact Graeme Hyland on 07896 933622 or email
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Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
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