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.