Location: Chester
Basic Salary: Up to £40,000
Hours: 9am - 5.30pm - office based - Flexible working hours available
About our clients and the role:
Swarm recruitment is pleased to be supporting a chartered independent financial advice firm based in Chester, serving clients across the Northwest of England since 1999. As Chartered Financial Planners, the team provides tailored, impartial advice across a broad range of services including investment portfolio management, retirement and pension planning, inheritance tax and estate planning, and financial protection solutions. With a strong reputation for personalised service and deep expertise. They help individuals, business owners and trustees build confidence in their financial futures and achieve long-term goals.
As a paraplanner you will support financial advisers by conducting research, preparing financial plans, and producing suitability reports in line with regulatory requirements. The role involves analysing client information, cashflow modelling and ensuring recommendations are technically accurate and compliant. If you’re looking for an opportunity to make a real impact on clients’ financial well-being, this is the role for you.
Salary & Benefits:
*£35,000 – £40,000 (depending on experience and qualifications)
*20 - 25 days holiday entitlement + bank holidays
*Annual pay review with performance linked pay increases
*Group Pension scheme
*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
*Working within a long-standing team
Responsibilities:
*Existing client’s portfolio preparation and analysis
*Providing technical support to Advisers
*Completing calculations regarding income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc
*Research and formulate appropriate advice, working closely with the Adviser, to fully understand the client’s needs
*Preparing Recommendation Reports and any additional required documentation
*Ensuring compliance, core values and high standards of service across the board
*Liaising with product providers, clients and account managers
*Ongoing development and understanding of knowledge, financial products and markets, to ensure regulatory requirements and personal development needs
Skills and experience:
*3-5 years’ experience within a paraplanning role and supporting IFA’s
*RO qualifications would be an advantage but not essential if experience can be evidenced
*Organised & methodical
*Strong analytical and numerical skills
*Excellent attention to detail and high standards of accuracy
*Organised and able to prioritise
*Ability to work to deadlines
*Excellent communication skills - written and verbal
*Thrive working as part of a team
*Strong IT skills - MS Office – Word, Excel and Outlook
*Experience of IO (Intelliflo) back-office system would be advantageous
*Knowledge or experience across some of the following platforms would also be advantageous; Selecta Pension, Financial Express, Trigold, Assureweb, ExWeb, MiCap. Investment Platforms; Abrdn, Aviva & Aegon
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