Experienced Paraplanner - Christchurch

Posted 31 July by GCB Recruitment Easy Apply

| Experienced Paraplanner | Christchurch | £34,000 - £40,000 + 6 Month Bonus Scheme |

The client is a well-established and trusted name in Financial Services across the region. They have a wealth of clients seeking financial planning advice across the South of England and are seeking a Technical Paraplanner to join their busy Christchurch branch. In this position you will be required to support an individual Independent Financial Advisor but also help the team in the office.


  • Reporting to the Directors
  • Supporting all Financial Advisors on staff.
  • Researching products and producing detailed reports for presentation to the client.
  • Managing a busy workload to tight timescales.
  • Potential training of Financial Administrator


  • Level 4 diploma or Chartered Status is preferred, but not essential
  • Must be experienced with Inheritance Tax, Pension Transfers, Discretionary Fund Management cases
  • Proven track record of performance
  • Need to be analytical
  • Good experience of client contact
  • Clear communicator

Salary/Package: £34,000 - £40,000 per annum + 6-month bonus Scheme with 25 days holiday + Bank Holidays and Private medical insurance.

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

GCB Agency Recruitment is a specialised Property and Financial Services recruitment company dealing with all property related recruitment across the UK.

We currently offer a wide variety of Property and Financial Services vacancies all across the UK and incorporate overseas locations.

For all your Property and Financial Services needs contact GCB Agency Recruitment.

Required skills

  • Finance
  • Financial Advice
  • Financial Services
  • Paraplanning
  • IFA

Reference: 35754446

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