Paraplanner – Salary £30,000 to £36,000 DOE – Christchurch
Hard-working, organised and qualified Paraplanner required to join our client, a leading company based in Christchurch. Providing technical support and recommendations, liaising with key stakeholders and providing organised administration this role is a great opportunity to join a company that will nurture your career.
Providing technical support and recommendations to Financial Advisors.
Preparing reports, ensuring documents are available for client meetings such as Pension transfers, Chargeable calculations, VCT Reports, BR Reports and Top slicing calculations.
Researching pensions and Investments.
Liaising with product providers and clients.
Updating and maintaining back office systems i.e. intelligence office.
Ensures administration and compliance processes are followed and timescales met.
Liaises with the Compliance and Operations Manager, resolving compliance issues.
Processes new business applications through to completion in a timely manner.
Attends client and product provider meetings as required.
Identities current and future business opportunities within the client database.
Keeps abreast of changes to current legislation.
Ensures all business correspondence & telephone calls are dealt with in a professional, speedy & appropriate manner.
Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses.
Identifies and problem solves more complex issues escalating potential issues.
Reviews and makes suggestions for improvements to increase efficiency.
Offers recommendations for resolution of data discrepancies.
Interprets information and statistical data.
Provides recommendations for process improvement based on analysis of practices and trends.
Skills and Requirements:
Background in financial services essential
The Diploma in Regulated Financial Planning
Proven track record of Paraplanning – 2-3 years
Previous experience of data analysis demonstrating accuracy and attention to detail
Proven numerical ability and excellent writing skills
Builds and sustains strong relationships with clients and colleagues
A proven track record of sound judgement, problem solving and effective decision making
Ability to maintain confidentiality.
Hours and Benefits:
Monday – Friday, 9am- 5pm.
25 days holiday plus bank holidays.
Private Medical Insurance
If you are interested in the role please submit your application or contract Hannah Darby on the Office and Commercial Team – Hannah.email@example.com
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency