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- Tasks: Join a team of Chartered financial advisers to create and implement financial plans.
- Company: Work with a leading Chartered Independent Financial Advisers in Hoole, Chester.
- Benefits: Enjoy flexible hours, 20 days holiday, and full sponsorship for financial qualifications.
- Why this job: Transform complex data into client-friendly solutions while growing your career in finance.
- Qualifications: Previous paraplanning experience and strong analytical skills are essential.
- Other info: Access to free financial advice and participate in company social events.
Our client is a fully Independent Chartered Financial Advisory firm based in Chester, who have a passion for Financial Planning and provide impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.
We are urgently seeking a Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients\’ expectations.
Specifically you will be responsible for:
- 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
Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.
A great salary and working environment is offered along with a great benefits structure as below:
- A full-time position
- Up-to £38,000 gross per annum
- 20 days holiday entitlement + bank holidays
- Annual pay review with performance linked pay increases
- 9-5.30pm, access to flexible working hours when required
- Group Pension scheme
- Reach your career goals with outstanding training and progression, including internal and external training programmes
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Access to free financial advice and support
- Cycle to Work Scheme
- Company social events
Paraplanner employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the specific financial products and services that the Chartered Independent Financial Advisers offer. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who work as paraplanners or financial advisers. Engaging with them can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 3
Brush up on your technical skills, particularly in MS Office and any relevant back-office systems like Intelliflo. Being proficient in these tools will set you apart from other candidates and show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss your previous paraplanning experience in detail during the interview. Highlight specific examples where you've successfully turned complex data into actionable advice, as this aligns perfectly with the job's requirements.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant skills. Focus on your analytical abilities, attention to detail, and any specific financial qualifications you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Technical Skills: Emphasize your proficiency in MS Office and any experience with back-office systems like IO (Intelliflo). Detail your familiarity with financial calculations and compliance procedures.
Showcase Teamwork and Communication: Provide examples of how you've effectively collaborated with advisers or clients in the past. Strong communication skills are essential, so highlight instances where you've successfully conveyed complex information.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with financial analysis and calculations. Highlight specific examples where you've successfully turned complex data into actionable advice for clients.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, share instances where your attention to detail made a significant difference in your work. This could include preparing recommendation reports or ensuring compliance with procedures.
✨Communicate Effectively
Effective communication is key when working with advisers and clients. Practice articulating your thoughts clearly and concisely, and be ready to explain complex financial concepts in a client-friendly manner.
✨Highlight Team Collaboration
This role thrives on teamwork, so be sure to mention your experience working collaboratively with others. Discuss how you contribute to a team environment and support your colleagues in achieving common goals.
