Paraplanner

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.

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

Key

Duties & Responsibilities:

• Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner
• Drafting suitability reports
• Ensuring correct completion of all necessary documents
• Ensuring product research is kept up to date
• Dealing with pension queries
• Maintaining and updating client records and financial plans in the CRM system
• Ensuring all work complies with regulatory requirements and industry best practices
• Communicating with clients and providers, ensuring timely responses to queries