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.