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Paraplanner - Flexible Working
2 weeks ago
We are working with a fully independent, Chartered Financial Planning practice in Christchurch, Dorset who are seeking to recruit an additional Paraplanner. The company are medium sized and very successful, they have grown organically over the past few yearsand have ambitious growth plans for the future.
Due to this growth and continued increased business they are now looking to recruit a Paraplanner to join their team. The role will focus on supporting the company's successful Financial Planners and being a first point of contact for clients - this is ahands-on role where you will have the opportunity to attend client meetings should you want to.
You will be working within a professional support team consisting of Paraplanners & Administrators, the companies Administrators are experienced and well trained which will allow you to focus in more technical duties including:
- Provides technical support and recommendations to Financial Advisers
- Prepares 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.
- Attends client and product provider meetings
The client is offering flexible working including: 2 days in the office and 3 working from home (or vice versa) & flexible hours including start and finish times.
This is a great opportunity to join a market leading business where you can have a long-term career with prospects to progress within the business as it continues to grow.
