PARAPLANNER – PERM – CHRISTCHURCH – SALARY UP TO £34,000

☞ Bond Williams

View: 102

Update day: 18-05-2024

Location: Christchurch South West

Category: Finance / Bank / Stock

Industry:

Job type: Permanent

Salary: £28,000 - £34,000 a year

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Job content

Our client, a successful independent financial planning company, is looking for a Paraplanner to join the team. The ideal candidate will have prior experience working within an IFA business and have good knowledge of platforms such as abrdn Wrap, Novia and Quilter along with experience of bank office systems such as Intelligent Office.

The working hours for this role equate to 37.5 per week Monday to Friday with flexible start and finish times.

Main duties:

  • Providing technical support and recommendations to Financial Advisers
  • Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
  • Attending client and product provider meetings
  • Processing new business to completion and updating and maintaining the back-office system
  • Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner
  • Liaising with the Compliance Manager, resolving compliance issues
  • Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses
  • Interpreting information and statistical data

Requirements:

  • Previous experience working within an IFA business environment
  • Experience using platforms such as abrdn Wrap, Novia or Quilter is an advantage
  • Good written and verbal communication
  • Excellent attention to detail

Benefits:

  • Competitive salary
  • Flexible working hours
  • 5 weeks holiday plus bank holidays
  • Pension scheme
  • Private medical insurance
  • Annual discretionary bonus

If you are interested in this role and would like more information, please send your CV to suzanne.sherriff@bondwilliams.co.uk or alternatively, apply online.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

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Deadline: 02-07-2024

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