Paraplanner

Location: Christchurch or WimborneSalary: 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.