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