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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.