PARAPLANNER

Posted 18 January by REED
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Financial Advisers servicing the Dorset area re recruiting in their Christchurch office for a Senior Level Paraplanner to join the team due to a longterm member soon to be off on maternity leave.

You will be working closely along side the directors in all aspects of Paraplanning in a team of 5 Administrators/Paraplanners.

Negotiable salary for a Diploma qualified paraplanner, with 2+ years paraplanning experience, leadership skills highly desired. Alongside 4% pension contribution, Death in Service and Income Protection.

Duties such as: 

  • Prepare for client and prospect meetings
  • Produce high quality, accurate reports and cash-flow modelling
  • Work within appropriate regulatory frameworks
  • Research technical queries
  • All aspects of holistic financial planning from complex pension reports, estate planning and investments.

Skills: 

  • Working knowledge of Microsoft Office and Adviser Office
  • Previous experience as a Paraplanner
  • Diploma in Regulated Financial Planning
  • Excellent communication and organisational skills

Reference: 36994970

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