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Paraplanner - Salary of £35,000 - £40,000 - Christchurch

Paraplanner - Salary of £35,000 - £40,000 - Christchurch

Posted 4 September by Bond Williams
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Paraplanner - Christchurch - Salary of £35,000 - £40,000
Our client, a prestige company based in Christchurch are currently looking to recruit a Paraplanner to join their growing team. They are looking for candidates who are level 4 diploma qualified with experience in a paraplanning role. The working hours are 9am - 5pm Monday to Friday.


  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes using relevant in-house platforms or request quotes from external providers.
  • Undertake the necessary research and analysis, including:
  • Fund analysis
  • Product comparison
  • Product analysis
  • Fund research
  • Charges analysis
  • Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely.
  • Discuss the reports with the Financial Adviser, amending as necessary.
  • Instruct the Client Services Associate to proceed with preparation of the pack for the client.
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.
  • Report obstacles and deviations from the agreed timescales to the Financial Adviser and Client Services Associate, so that client expectations are appropriately managed.
  • Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened.

Experience Required:

  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Demonstrable paraplanning experience.
  • Proven ability to work with templated suitability reports.
  • Experience of including additional bespoke explanations for recommendations made outside of the standard template.


  • Annual bonus of up to 8%
  • 25 days holiday plus the bank holidays rising to 28 with service
  • Pension scheme
  • Private medical cover
  • Employee assistance programme
  • Free parking
  • Death in service
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Required skills

  • Financial Services
  • Paraplanning
  • Paraplanner

Reference: 35299160

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