Paraplanner, Ipswich (JR-1983)

We are looking for a Paraplanner to join this superb award-winning Wealth Management firm. Directly authorised, with a long and successful history of providing a range of wealth planning services to clients across the Southeast.

Key Responsibilities

• Communicate with clients across all forms, arrange client meetings where appropriate.
• Ensure all information for report production is obtained from the adviser and administrator.
• Complete client reports in a timely manner, and within timescales.
• Passion for the industry, continuing to build on your technical knowledge, ensuring product research is kept up to date, and maintain a full understanding of the industry.
• Obtain and prepare paperwork required for client meetings and business submission.

About You

• Ability to prioritise, work under pressure and deliver on agreed objectives promptly.
• Amazing communications skills. A confident and clear communicator who can maintain accurate records. Good with IT and technology.
• Will possess a client focus and concern for quality, ensuring client satisfaction and retention.
• A positive and proactive mindset, who enjoys dealing with clients to ensure a top level of service. Work in line with TCF principles.
• Ability to maintain and manage a high level of work, continue to strive for personal development and contributing to company objectives.
• Super team player! Share skills, experience and knowledge where appropriate, supporting other team members and colleagues in the Wealth and Investment Management teams.
• A diligent worker with a high level of attention to detail.

Your Experience and Qualifications

• Have completed the DipPFS CII qualification.
• A minimum of 2 years’ paraplanning experience within a Wealth Management company

Salary and Benefits

• Working hours 9.00am to 5.30pm, hybrid
• Competitive salary
• Company pension and further benefits