- 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
- 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
- 37.5 hours per week 08.30am - 5pm
- Discretionary Bonus
- Hybrid Working
- Private Medical
- Pension
- Training and ongoing development
- Generous holiday allowance
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Paraplanner - Hybrid - Up to - Wimborne Minster, United Kingdom - Bond Williams Limited
Description
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:
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:
Hours & Benefits:
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
