Paraplanner

Time Appointments; Ipswich; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prestigious Financial Services company in Ipswich is seeking an experienced Paraplanner to join their team. The role involves providing high-quality support to Financial Advisers, drafting reports, and ensuring compliance with regulations. Candidates should be CII DipPFS qualified and have at least 12 months of paraplanning experience, especially with high-net-worth clients. Competitive salary and opportunities for further qualifications offered.

Benefits

Competitive salary

Opportunities for further qualifications

Qualifications

• Minimum qualification required: CII DipPFS or equivalent.
• Relevant experience of at least 12 months in paraplanning.
• Strong customer service skills with high-net-worth clients.

Responsibilities

• Provide financial planning support to Financial Advisers.
• Draft suitability reports as per FCA regulations.
• Maintain and update client records in the CRM system.

Skills

CII DipPFS qualified or equivalent

At least 12 months industry experience in a paraplanning role

Client focused for satisfaction and retention

Experience in customer service to high-net-worth clients

Familiarity with First software or Intelliflo

Job 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.

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