Paraplanner Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Ipswich; On-site; GBP 30,000 - 35,000; Full time

Job summary

An established industry player is looking for a Technical Support Administrator to connect admin and paraplanning. This full-time role in Ipswich offers a competitive salary and the chance to be part of a growing financial planning firm with over 30 years of experience. The ideal candidate will have a passion for high-quality work and client engagement, with opportunities for internal growth and career progression. If you're ready to build a successful career in a supportive environment, this is the perfect opportunity for you.

Qualifications

• At least 2 years of experience in a financial planning environment.
• Experience in financial planning is essential.

Responsibilities

• Maintaining client files.
• Implementing recommendations.

Skills

CII exam passes

Client engagement

High-quality work delivery

Tools

Intelliflo

Quilter

Transact

Job description

Staffing Innovations is seeking a Technical Support Administrator to serve as a bridge between admin and paraplanning. The role offers a salary of 30k+.

The ideal candidate will have:

• CII exam passes
• At least 2 years of experience in a financial planning environment

This is a full-time position based in Ipswich.

Are you interested in working for a company expanding through acquisitions?

We offer the opportunity to join a bespoke financial planning firm with over 30 years of experience. The organization is looking to expand its team and provide opportunities for internal growth and career progression.

You should have a passion for delivering high-quality work within set time frames and the confidence to engage with clients effectively.

The Role:

1. Maintaining client files
2. Implementing recommendations

The Person:

• Experience in financial planning is essential
• Experience with Intelliflo, Quilter, Transact, or similar platforms is desirable

If you're interested in building a career and being part of a successful team, please send your updated CV in Word format to the team at Staffing Innovations Ltd.