Paraplanner - Hybrid - Up to £38,000
Are you an experienced Paraplanner with a good knowledge of various platforms?
Do you have previous experience working as a Paraplanner?
If yes, then read on to see what's on offer!
What you'll be doing:
* Preparing recommendation reports and client sign up packs, covering IHT Planning, CGT calculations, VCT/BR products, top slicing calculations, Trusts, DB pension transfers, ISAs, General Investment Accounts, Onshore/Offshore Investment Bonds
* Providing technical support and recommendations to Financial Advisers
* Attending client and product provider meetings
* Ensuring correspondence and telephone calls are dealt with in a professional, speedy manner.
* Processing new business to completion and updating and maintaining the back-office system.
* Liaising with the Compliance Manager, resolving compliance issues
* Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses.
* Interpreting information and statistical data
About the company:
Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions.
What we're looking for:
1. Previous experience working within an IFA business environment.
2. Experience using platforms such as abrdn Wrap, N...