Financial Paraplanner - Chester, Cheshire, United Kingdom - Gcbrecruitment

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
Seniority level Entry level

Employment type Full-time

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