Paraplanner

Role: Paraplanner

Location: Christchurch, Dorset

Salary: £35,000-38,0000 per annum

Hours: Monday-Friday 10am-4pm

Platinum Recruitment support multiple financial investment companies in the Dorset area, and we have an opportunity for a Paraplanner to join an established team of Financial Advisers.

Hybrid role - WFH & required in the office

What's in it for you?

• Hybrid role
• FLexible working hours
• 3% employer pension contribution
• Private Medical Insurance
• Annual Bonus
• £250 recommend a friend referral scheme

What's involved?

• Providing support and recommendations to Financial Advisers
• Preparing documents such as reports & registration packs
• Preparing Trusts, DB pension transfers & ISAs
• Managing the documents for general investment accounts & onshore/offshore Investment Bonds
• Attending meetings with both clients and product providers
• Processing the entire process to completion of new business
• Answering enquiries via the phone & email
• Checking for all compliance issues & resolving any outstanding

Experience Required:

• 2 years' minimum experience within a paraplanner role
• High level of communication skills both written & spoken
• Level 4 Diploma or working towards one
• Knowledge of the financial industry including markets and products
• Good knowledge of platforms such as Novi, Wrap, Quilter and Intelligent Office

Sound like the role for you?
Then we would love to hear from you! Click Apply Now and one of the team will be in touch to discuss the Paraplanner role we have that suits you in the Christchurch area.

Don't forget to speak to your consultant about our "Recommend a Friend" referral scheme and find out how you could earn up to £250 per recommendation.

Consultant: Bev Sherritt

Job Number: BS1007 / INDCOM

Job Role: Paraplanner

Location: Christchurch

Platinum Recruitment is acting as an Employment Agency in relation to this vacancy.