Paraplanner

Job Description

Vacancy: ParaplannerLocation: Dorset - Flexible working between home and 2 officesSalary: £30,000pa-£36,000paHybrid working: 37.5 hours Monday to Friday 7.5 hours dailyCore day: 10.00am-4.00pm: Start/finish time flexible between 8.00am-6.00pmHoliday: 5 weeks plus 8 bank holidaysPension: 3% of gross salaryPrivate Medical Insurance: after 6 months of serviceBonus: Annual discretionary bonusPlatinum Recruitment is working with a successful Chartered Independent Financial Planning company based in Dorset, to find a Paraplanner. You will be joining a company that prides itself on being a very relationship-based company, and its work ethos is around building long-term client relationships and providing an exceptional level of service.The ideal candidate- Your experience will have been gained from working within an IFA Business, with a minimum of 2 years experience within a Paraplanner role. You must be Diploma qualified to Level 4 or working towards this. The ideal candidate will have a good knowledge of platforms, such as abrdn Wrap (formerly Standard Life Wrap), Novia and Quilter along with experience with a back-office system such as Intelligent Office.You will be liaising with clients, providers, and colleagues so a high standard of communication skills both written and verbal, is essential. You will also need to have good analytical and problem-solving abilities and have 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, On[1]shore/Offshore Investment Bonds
• Attending client and product provider meetings
• Processing new business to completion and updating and maintaining our back-office system - Intelligent office
• (Intelliflo)
• 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

Sound like the role for youPlease get in touch with an up-to-date CV and contact number for all the details on this Paraplanner role in Dorset.Dont 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: Roxanne Dunlop Job Number: INDCOMMJob Role: ParaplannerLocation: DorsetPlatinum Recruitment is acting as an Employment Agency in relation to this vacancy.