Financial Paraplanner

Posted 29 April by TIME Appointments Ltd
Competitive salary
Ipswich , Suffolk
Permanent, full-time
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Posted by TIME Appointments Ltd

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

Required skills

  • Financial Services
  • Paraplanning

Application questions

This role is based in Ipswich, can you confirm that you can work within this area of the UK?
Are you CII DipPFS qualified or equivalent as a minimum?
Do you have a minimum of 12months industry experience in a paraplanning role?

Reference: 52550902

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