Paraplanner
Hybrid/Office available
Salary - Up to £45k
This role is ideal for a Paraplanner that is working towards their level 4 qualification, or those without their qualifications but a wealth of experience. You will benefit from joining a close team where you will receive great benefits, exam support, training (both internal and external programmes), access to your own financial advice and support, and progression within the company should you seek it.
The business
The business is a well-established Chartered IFA towards the centre of Cheshire. It is only a short walk from the train station.
The business values progression and the importance of investing in their employees. Not surprisingly, a lot of their employees have been with them for 5, 10, 15, and even 20 years.
This role is based in their Chester office
The Role
As a Paraplanner, you will be working closely with advisers where your responsibilities will include preparing an analysis of client's portfolio, writing recommendation reports, providing technical support, completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc), as well as undertaking the necessary research to determine the most suitable providers, products, and investment funds to meet the client's needs.
Benefits
- Full-time employment
- Salary - Up to £45k depending on experience
- Hybrid/Office available
- Office hours 9am - 5.30pm with flexitime when required
- Annual pay review with performance linked pay increases
- Group Pension Scheme
- External and internal training programmes
- Full sponsorship for your qualification including study days
- Free financial advice and support
- 20 days annual leave + bank holidays, increasing to 25 with each year of service,
- Cycle to Work Scheme
- Company social events
If this sounds like your next step and you would like to find out some more information about this opportunity, then simply apply here and one of our team will be in contact to support your application.