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Chester

    Paraplanner Flexible working - Chester, Cheshire, United Kingdom - GCB Recruitment

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    Description
    The role is available on a hybrid working basis, therefore can offer remote working for part of the week

    Our clients offer excellent career progression in a professional and friendly working environment, where you will work alongside a team of paraplanners.

    The successful candidate would ideally be Level 4 Diploma qualified or working towards, with experience in providing technical support in a Financial Planning firm.

    Great Progression Opportunities
    Annual Pay Review
    Strong IT skills, specifically in Microsoft Word, Excel and Outlook
    Preparing analysis of the client's existing portfolio
    income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
    Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
    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

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