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Paraplanner - Hybrid - Up to £38,000 Are you an experienced Paraplanner with a good knowledge of various platforms? Do you have previous experience working as a Paraplanner? If yes, then read on to see what's on offer! What you'll be doing: 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 Providing technical support and recommendations to Financial Advisers Attending client and product provider meetings Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner. Processing new business to completion and updating and maintaining the back-office system. 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 About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: 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 Hours & Benefits: 37.5 hours per week 08.30am - 5pm Discretionary Bonus Hybrid Working Private Medical Pension Training and ongoing development Generous holiday allowance Are you interested in the Paraplanner role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: option 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
Pensions Administrator - Wimborne - up to £26,000 Are you looking for a new career opportunity? Do you want to work for a growing & motivated company? If yes, then read on to see what's on offer! What you'll be doing: By delivering excellent customer service, you will be the main point of contact for all client queries relating to pension services and ensure all requests are processed within the regulatory timeframes in order to meet service levels. You will also support the team with a range of duties such as implementing cost initiatives, ongoing compliance reviews in line with company policy, receiving client feedback and contributing to process reviews in order to streamline an effective business. About the company: Our client is striving to be a leader in their field by providing a range of product solutions both in the UK and overseas. They ensure all clients feel at ease by simplifying the workflow using their in-house technology. What we're looking for: Previous experience in a similar administrative role Strong organisational skills Able to demonstrate strong team working skills Can apply empathy and awareness to customer needs Proficient in Microsoft Office programmes Strong verbal and written communication Attention to detail Awareness of Pension regulations would be beneficial Hours & Benefits: Monday to Friday 9am - 5pm Competitive salary up to £26,000 25 days holiday Bank Holidays Extra day off for your birthday Private Healthcare Smart Pensions Plan Hybrid working options Perks at work Team social events Are you interested in the Pensions Administrator role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: opt 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
Dealing Administrator - Ferndown Hybrid - up to £28K What you'll be doing: As Dealing Administrator, you'll help ensure client trades are completed accurately and in line with regulations. You'll also support the smooth operation of the department and promptly flag any regulatory concerns to the Dealing Manager. About the company: Our client is a leading infrastructure provider in the wealth sector, offering a range of services and advanced technology solutions. What we're looking for: Execute dealing trades accurately and efficiently. Support colleagues with complaint resolution. Collaborate with Engineering on trading issues. Ensure accuracy of stock pricing data Skills & Attributes: Experience with Calastone and Allfunds platforms preferred. Financial Services industry experience desirable Previous dealing environment experience beneficial Hours & Benefits: Monday to Friday 9am - 5pm Competitive salary up to £28,000 25 days holiday Bank Holidays Extra day off for your birthday Private Healthcare Smart Pensions Plan Hybrid working options Perks at work Team social events Are you interested in the Dealing Administrator role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: option 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency