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- Tasks: Support Financial Advisers by preparing client portfolio analyses and technical reports.
- Company: Chartered Independent Financial Advisory firm in Chester with a passion for financial planning.
- Benefits: Gain valuable experience in financial planning and work towards your Level 4 Diploma.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma qualified or working towards it, with experience in an IFA firm.
- Other info: Opportunity for personal development and growth in a supportive environment.
The predicted salary is between 24000 - 36000 £ per year.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
We are urgently seeking a Paraplanner to join an existing team of qualified Paraplanners supporting 9 Financial Advisers. The ideal candidate will be Level 4 Diploma qualified, or working towards, with experience of providing technical support within a Financial Planning firm.
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
We require a candidate who has previous experience working within an IFA firm, who is organised, methodical and has excellent attention to detail with the ability to prioritise, meet targets and deadlines, with strong communication skills both written and verbal and strong analytical and numerical skills.
You will be Level 4 Diploma qualified, or be working towards Diploma qualification coupled with relevant experience working within the Financial Advice sector. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Paraplanner / Trainee Paraplanner in Chester employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Paraplanner in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work at IFA firms. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss tax calculations and portfolio analysis. We want you to shine when they ask about your experience with tools like Intelliflow or Selectapension!
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've successfully managed complex tasks or projects. This will demonstrate your organisational skills and ability to meet deadlines, which are crucial for a Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the quickest way to get your application in front of the right people. Plus, it shows you’re serious about joining the team and ready to contribute to their passion for financial planning.
We think you need these skills to ace Paraplanner / Trainee Paraplanner in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight any relevant experience, especially in financial planning and technical support. We want to see how your skills match what we're looking for!
Showcase Your Qualifications: If you're Level 4 Diploma qualified or working towards it, shout about it! Include any specific qualifications or training that relate to financial advice, as this will catch our eye.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and skills. Remember, attention to detail is key!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Lime Professional Services
✨Know Your Numbers
Brush up on your knowledge of key financial calculations like income tax, IHT, and cashflow modelling. Being able to discuss these confidently will show that you’re not just familiar with the theory but can apply it practically.
✨Research the Firm
Take some time to understand the firm’s core values and compliance procedures. This will help you align your answers with what they value most, demonstrating that you’re a good fit for their culture.
✨Prepare Real-Life Examples
Think of specific instances where you've provided technical support or worked closely with advisers. Sharing these examples will illustrate your experience and how you can contribute to their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client service. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
