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.

Responsibilities:

  • 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

Requirements:

  • 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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