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 day10.00am-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
1. Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT...