Paraplanner

**_Are you an experienced paraplanner, who is level 4 qualified & looking for a new challenge within your career?_**

**_Are you Dorset based and wanting to be supported by successful financial services professionals? _**

We are working with an independent chartered financial planning firm who are expanding their team and looking for a diploma qualified paraplanner to join them in their Blandford Forum office. This firm provides holistic financial advice and has a real interestin ethical investments for their clients and themselves.

Your duties would include:

- Report writing and fact-finding - completing and sending documents.
- Being the first point of contact for clients with any queries or questions
- Ensuring client records are clear and concise on internal and external databases.
- Create and issue invoices for clients

What’s in it for you?
- Flexibility with hours, and the opportunity to WFH
- Training and development to become Chartered
- 25 days holiday + bank holidays
- Pension and death-in-service benefits.

What we are looking for:

- Diploma qualified
- 1+ year of paraplanning experience
- Ambitious and confident to deal with high net worth clients
- Excellent attention to detail
- Ability to work independently and to multitask