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Platinum Recruitment Consultancy



£35000 - £38000/annum Pension, Private Medical Insurance


Posted: 11/07/2024

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Role: Paraplanner

Location: Christchurch, Dorset

Salary: £(phone number removed) per annum

Hours: Monday-Friday 10am-4pm

Platinum Recruitment support multiple financial investment companies in the Dorset area, and we have an opportunity for a Paraplanner to join an established team of Financial Advisers.

Hybrid role - WFH & required in the office

What's in it for you?

Hybrid role
FLexible working hours
3% employer pension contribution
Private Medical Insurance
Annual Bonus
£250 recommend a friend referral scheme What's involved?

Providing support and recommendations to Financial Advisers
Preparing documents such as reports & registration packs
Preparing Trusts, DB pension transfers & ISAs
Managing the documents for general investment accounts & onshore/offshore Investment Bonds
Attending meetings with both clients and product providers
Processing the entire process to completion of new business
Answering enquiries via the phone & email
Checking for all compliance issues & resolving any outstandingExperience Required:

2 years' minimum experience within a paraplanner role
High level of communication skills both written & spoken
Level 4 Diploma or working towards one
Knowledge of the financial industry including markets and products
Good knowledge of platforms such as Novi, Wrap, Quilter and Intelligent OfficeSound like the role for you?
Then we would love to hear from you! Click Apply Now and one of the team will be in touch to discuss the Paraplanner role we have that suits you in the Christchurch area.

Don't forget to speak to your consultant about our "Recommend a Friend" referral scheme and find out how you could earn up to £250 per recommendation.

Consultant: Bev Sherritt

Job Number: BS1007 / INDCOM

Job Role: Paraplanner

Location: Christchurch

Platinum Recruitment is acting as an Employment Agency in relation to this vacancy

Apply on Partner Site

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