We are currently looking for a Paraplanner to join our clients, a highly successful and expanding practice in the Chester area.
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 will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
Basic Salary ranging from £38,000 - £45,000
Study material/Exams paid and study leave provided
Staff events
Great Training and Progression Opportunities
Annual Pay Review
25 days holiday + bank holidays
9:00 – 5:30 Monday to Friday with flexible working hours where required.
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
Experience with the Intellifo back-office system would be advantageous, together with experience in some, or all, of the following:
SelectaPension
Financial Express Analytics
Trigold
Assureweb
ExWeb
MiCap
Investment Platforms; Abrdn, Aviva & Aego
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
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.