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Paraplanner

Salary: £40000 Per Annum
Location: Chester
Contract type: Permanent
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We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisors based in Chester. Ideally you will be Diploma qualified or close to it, and will be responsible for assisting the IFAs within the business.

You will be given the opportunity to implement your own ideas and grow your own team.



Duties and Responsibilities:

Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA

Process and deliver Suitability reports for 2 IFA's

Provide recommendations to clients on Investments, Pensions and Mortgages based on your own research and to be able to support these recommendations with a coherent explanation

Work effectively autonomously or as part of a team

Respond efficiently and effectively to requests from Company advisers and Management

Assist in analytic work, including cash flow forecasting and investment analysis

Use of financial planning software tools

Develop productive working relationships with colleagues and clients



Skills

Previous experience within an IFA practice environment

Ideally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualification

Good technical knowledge of Pensions, Investments and Mortgages

Knowledge and practical experience in the application of the rules of the FSA/FCA

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