Our client based in Poole, Dorset are recruiting for an experienced Paraplanner to join this highly successful Financial Services organisation.

As the Paraplanner you will be working with a highly knowledgeable team of Financial Advisors. You will be responsible for liaising with advisors, product providers, clients and prospects by telephone and in person. Completing client risk profiling analysis and scoring as well as carrying out technical research and report writing. You will attend client meetings with Advisors in order to summarise action points. Dealing with all areas of Financial Advice including, Pensions, Investments and Tax Planning.
The ideal candidate will be an experienced Paraplanner, with high attention to detail with the ability to work to tight deadlines and prioritise workload. It is highly desirable that you are Diploma qualified and knowledge of industry software would be advantageous.

In return the company offer pension, 22 days holidays, parking as well as training and study support. Please apply today for more information.

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