Paraplanner - Salary £30,000 to £36,000 DOE - Christchurch

Bond Williams
19 Apr 2019
28 Apr 2019
Contract Type
Full Time

Hard-working, organised and qualified Paraplanner required to join our client, a leading company based in Christchurch. Providing technical support and recommendations, liaising with key stakeholders and providing organised administration this role is a great opportunity to join a company that will nurture your career.


  • Providing technical support and recommendations to Financial Advisors.
  • Preparing reports, ensuring documents are available for client meetings such as Pension transfers, Chargeable calculations, VCT Reports, BR Reports and Top slicing calculations.
  • Researching pensions and Investments.
  • Liaising with product providers and clients.
  • Updating and maintaining back office systems i.e. intelligence office.
  • Ensures administration and compliance processes are followed and timescales met.
  • Liaises with the Compliance and Operations Manager, resolving compliance issues.
  • Processes new business applications through to completion in a timely manner.
  • Attends client and product provider meetings as required.
  • Identities current and future business opportunities within the client database.
  • Keeps abreast of changes to current legislation.
  • Ensures all business correspondence & telephone calls are dealt with in a professional, speedy & appropriate manner.
  • Builds and fosters relationships, communicating effectively at all levels, to ensure consistent responses.
  • Identifies and problem solves more complex issues escalating potential issues.
  • Reviews and makes suggestions for improvements to increase efficiency.
  • Offers recommendations for resolution of data discrepancies.
  • Interprets information and statistical data.
  • Provides recommendations for process improvement based on analysis of practices and trends.

Skills and Requirements:

  • Background in financial services essential
  • The Diploma in Regulated Financial Planning
  • Proven track record of Paraplanning - 2-3 years
  • Previous experience of data analysis demonstrating accuracy and attention to detail
  • Proven numerical ability and excellent writing skills
  • Builds and sustains strong relationships with clients and colleagues
  • A proven track record of sound judgement, problem solving and effective decision making
  • Ability to maintain confidentiality.

Hours and Benefits:

  • Monday - Friday, 9am- 5pm.
  • 25 days holiday plus bank holidays.
  • Pension Scheme
  • Private Medical Insurance

If you are interested in the role please submit your application or contract Hannah Darby on the Office and Commercial Team -

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

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