CV Bay Ltd
Digbeth, Birmingham, GB
5d ago

Christchurch, Dorset

£34000 - £40000 per annum + Benefits

Job Description

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

Requirements :

  • 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.
  • Benefits :

  • Salary of £25,000 - £30,000 depending on experience
  • 23 Days holiday plus bank holidays
  • Financial support for Examinations
  • Employer pension contributions
  • Medical insurance
  • 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, wait no more and click the apply button!! Or you can send your CV to Cristian at or call 0121 296 4418 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 Financial Services Professional, please get in touch as we have new roles in on a daily basis.

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