Paraplanner

We are looking to recruit an experienced, high calibre paraplanner to work closely with our team of financial advisers to design, develop, and implement comprehensive financial plans that exceed our clients’ expectations.

Working onsite in our Hoole office. Reporting to the Senior Paraplanners. This is your chance to make a real impact on clients’ financial well-being.

Excellent benefits include:

• Permanent
• A full-time position
• A salary to match your talent/experience
• 20 days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9am-5.30pm, access to flexible working hours when required
• Group Pension scheme
• Reach your career goals with 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

The role

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

Skills and experience

This role is perfect for someone who thrives on turning complex financial data into actionable, client-friendly solutions.

• You have previous experience of working within an Independent Financial Adviser practice
• You are organised & methodical
• You have excellent attention to detail and high standards of accuracy
• You are organised and able to prioritise and meet deadlines
• You have effective communication skills
• Strong analytical and numerical skills
• You thrive working as part of a team
• You have strong IT skills, specifically in MS Office – Word, Excel and Outlook

Experience of IO (Intelliflo) back-office system would be an advantage, together with experience of some, or all, of the following platforms:

• SelectaPension
• Financial Express
• Trigold
• Assureweb
• ExWeb
• MiCap
• Investment Platforms; Abrdn, Aviva & Aegon

The ideal candidate will have several years of paraplanning experience, RO qualifications would be preferred but not essential if experience can be evidenced.

As a Chartered IFA, we actively encourage and fully support all of our colleagues in their
professional development and will fund study material and examination costs to support CII
Learning pathways.

About us

We are Chartered Independent Financial advisers based in Hoole, Chester. Our mission is to provide financial guidance and support that helps our clients achieve their goals, and we’re looking for a Paraplanner who’s as passionate about financial planning as we are.

Many of our people have been with the business for 5, 10, 15 and even 20 years, and a number of our most senior people who are now involved in driving the business forward joined as juniors or interns. It’s testament to the environment and opportunities we’ve created that people continue to grow and evolve at Innes Reid.

Apply today for the paraplanner role

If you think you might be the perfect fit for the paraplanner role, please send your CV to: sharon@innesreid.co.uk