Paraplanner

Paraplanner

Location: Christchurch or Wimborne
Salary: Up to £38,000+ excellent benefits package

Hours: 37.5 hours Monday to Friday - 7.5 hours daily.

Hybrid working: Home & office based

Core working day 10.00am-4.00pm start/finish between 8.00am-6.00pm - to be agreed with line manager

Holiday: 5 weeks plus 8 bank holidays

Pension: 3% of gross salary

Private Medical Insurance: after 6 months service

Bonus: Annual discretionary bonus

Our ideal candidatewill have a good knowledge of platforms, such as abrdn Wrap (formerly Standard Life Wrap), Novia and Quilter along with experience of a back-office system such as Intelligent Office.

Have excellent communication skills , be approachable, organised, self-motivated and innovative.

This is a great time to join a dynamic growing company who pride themselves in offering exceptional customer service.

You will be liaising with clients, providers, and colleagues so a high standard of communication skills both written and oral, is essential. You will also need to have good analytical and problem-solving abilities and have an excellent attention to detail.

You will be involved in a wide variety of tasks including:

• 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 our back-office system - Intelligent office

• 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

Key Responsibilities:

• Deliver full, end-to-end paraplanning support, including detailed technical analysis, research, and preparation of client reports.

• Assist financial planners with the development of client-specific financial strategies, ensuring compliance with regulations.

• Work closely with the team to deliver an exceptional level of service to clients.

• Support the financial planners in achieving successful client outcomes through robust financial planning.

Requirements:

• Must hold Level 4 Diploma in Financial Planning (or equivalent).

• Proven experience in a paraplanning role within the financial services sector.

• Strong technical knowledge and ability to support financial planners with complex advice needs.

• Excellent communication and organisational skills.