Posted 9 August by CV Bay Ltd Easy Apply

We have an open vacancy for a Paraplanner role, based in Christchurch to work for one of our distinguished clients, a Chartered firm of financial planners and independent financial advisers with over 30 years of combined financial services experience.


  • Experience using Intelligent Office, Standard Life Wrap, Old Mutual Wrap and Novia would be advantageous, though training will be given.
  • Ideally qualified with a Diploma in financial planning and working towards Chartered status.


  • Salary of £34,000 - £40,000 depending on experience
  • 25 Days holiday plus bank holidays
  • Holidays: 25 days plus 8 bank holidays
  • Financial support for Examinations
  • 3% employer pension contributions
  • Business bonus paid twice yearly
  • Social events throughout the year
  • Private Medical insurance after 3 months employment

Key tasks include:

  • Preparing recommendation reports and ensuring all appropriate document is available for clients meetings
  • DB Pension transfers, Chargeable calculations, VCT Reports, BR Reports, Top slicing calculations
  • Researching pensions and investments with the use of O&M pensions profiler & Morning Star
  • Liaising & communicating with product providers and clients
  • Updating and maintaining back office system i.e. Intelligent office (Intelliflo)
  • Liaising with the compliance department
  • Processing new business applications

If this sounds like you and something you are interested in please send your CV over straight away ! Or you can call Cristian on to have a confidential chat about the role in more detail, your skills and requirements.

This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we're actively recruiting for. We are a UK based Recruitment agency. We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn't of interest to you, but you are a Finance Professional, please get in touch as we have new roles in on a daily basis.

Reference: 35832092

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