Financial 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.

Key Duties:

• Liaise with the Wealth Planning Administrators and Wealth Planners to ensure all information for report production is obtained in a timely manner.
• Ensure product research is kept up to date.
• Prepare paperwork for client meetings and business submission.
• Deal with all forms of client communication.
• Deal with issues promptly and appropriately.

Previous Skills & Experience:

• DipPFS qualification or equivalent as a minimum.
• At least 18 months experience ideally within Wealth Management.
• Maintains a full and proper understanding of the financial services market.