- 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
- 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
-
Ifa Technical Support
12 hours ago
Service Service Ipswich, United KingdomMy client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Ipswich. · The purpose of the role is to provide hybrid support to my cli ...
-
Trainee Paraplanner
3 days ago
A Team Recruitment EA Limited Colchester, United KingdomTrainee Paraplanner for our very well-established Colchester based IFA company. As trainee paraplanner, you will receive full training from their dedicated team to become Paraplanner and ideally will already possess a CII level 4 diploma in regulated financialplanning. This is a ...
-
Secretary
1 day ago
A Team Recruitment EA Ltd Colchester, United KingdomSecretary required for our leading Colchester-based client work within their IFA team where you will have the opportunity to progress into a career as a paraplanner. As Secretary, it is essential that you possess strong audio typing skills where you will provide secretarial and a ...
-
Trainee Paraplanner
1 week ago
Coast Specialist Recruitment Colchester, United Kingdom**Trainee Paraplanner ( Progressive career ahead)** · During a period of significant growth, our client ( a respected Wealth Manager/IFA) is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the bus ...
-
Apprentice Financial Services Administrator
12 hours ago
Waveney Valley IFAs Ltd Harleston, United KingdomWaveney Valley IFAs is a firm of independent financial advisers and wealth managers based in Harleston, on the Norfolk and Suffolk border. Working in a small but experienced team from town centre offices, we are looking to recruit an apprentice who would wish to enter the excitin ...
-
Financial Services Administrator
6 days ago
AIC Financial Ltd Colchester, United Kingdom**Location**:Office Based - Earls Colne Business Centre** · **Salary: £22,500** · **Working as part of the team at AIC Financial Ltd, who are an Authorised Representative of Quilter Financial Planning and Quilter Mortgage Planning Ltd.** · Due to expansion, a need for a Financial ...
-
Paraplanner
12 hours ago
CAPIO RECRUITMENT LIMITED Bury St. Edmunds, United Kingdom**Job Title: Paraplanner** · **Location: Bury St Edmunds** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in Bury St Edmunds who are searching to add an additional member to the Paraplann ...
-
Administrative Assistant
3 days ago
Ameriprise Financial, Inc. Braintree, United Kingdom-Ameriprise Financial, Inc. · Braintree, United States · Posted 4 hours ago Permanent Competitive · - Administrative Assistant- Step into an instrumental role as a full-time front office Administrative Assistant to help conduct the smooth operation of a fast-paced, friendly, well ...
-
Paraplanner with Pension Experience
4 days ago
Time Appointments Ipswich, Suffolk, United KingdomWe 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 q ...
-
Paraplanner - Ipswich
6 days ago
Blakemore Recruitment Ipswich, United KingdomWe are currently recruiting for an award winning Financial Planning practice based in Ipswich who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home. · They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning se ...
-
Administrator/Paraplanner - Ipswich
5 days ago
Blakemore Recruitment Ipswich, United KingdomWe are currently recruiting for a Financial Planning practice based in Ipswich that are looking to recruit an Administrator/Paraplanner. A large part of this job will be compiling suitability letters so they are looking for someone with relevant experience and ideally diploma qua ...
-
Financial Adviser
17 hours ago
Heat Recruitment Ltd Alderton, Suffolk, United KingdomSelf-Employed Financial Adviser · Are you an experienced financial adviser looking for a unique opportunity to manage your own client book while benefiting from an established support system? We are currently seeking self-employed advisers to join the team and enjoy the freedom ...
-
Time Appointments Bury St Edmunds, Suffolk, United KingdomOur client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. The successful candidate will have a genuine interest in financial planning and investment management and ha ...
-
Financial Planning Administrator
1 week ago
Smart10Ltd Bury St Edmunds, United Kingdom Permanent, Full timeJob Title:Financial Planning Administrator · Salary: £30,000-£35,000 · Location: Bury St Edmunds · Contract: Permanent, full-time · Hours: Monday to Friday - 9:00-17:30pm · COMPANY PROFILE · My client based in Bury St Edmunds provide a wide variety of services in the Account ...
-
Pension Consultant
17 hours ago
CleverHR Bury St Edmunds, Suffolk, United KingdomWe are working with an award winning Chartered Financial Planning firm in Bury St Edmunds. As a result of a retirement there is now a vacancy for an experienced Pension Consultant to join the Employee Benefits Team · There is an existing portfolio of pension and protection scheme ...
Financial Paraplanner - Ipswich, Suffolk, United Kingdom - Time Appointments
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: