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Ipswich

    Financial Paraplanner - Ipswich, Suffolk, United Kingdom - Time Appointments

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    Description

    We are proud to be working on behalf of a prestigious financial services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team.

    The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.

    Key Responsibilities:

    • Drafting suitability reports
    • Ensuring correct completion of all necessary documents
    • Ensuring product research is kept up to date
    • Dealing with pension queries
    • Supporting Financial Advisors
    Skills & Experience Required:
    • CII DipPFS qualified or equivalent as a minimum
    • At least 12months industry experience in a paraplanning role involving report writing
    • Client focussed to ensure client satisfaction and retention
    • Experience of providing excellent customer service to high-net-worth clients
    • Previous experience using First software or Intelliflo would be advantageous

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