Paraplanner Administrator

www.topfinancialjobs.co.uk - Jobboard; Ipswich; On-site; GBP 30,000; Full time

Job summary

An established industry player is seeking a dedicated Para Planning Administrator to join their dynamic team in Ipswich. This full-time role offers a competitive salary and the chance to work in a hybrid environment. The ideal candidate will have a passion for financial planning, possess a CII Diploma, and have at least two years of relevant experience. As part of a bespoke financial planning firm with over 30 years of expertise, you'll play a vital role in maintaining client files, preparing for reviews, and ensuring high-quality service delivery. If you're looking for a career that promotes internal growth and offers exciting opportunities, this position is perfect for you.

Qualifications

• Minimum 2 years' experience in a financial planning environment.
• CII exams passed.

Responsibilities

• Maintain client files and implement recommendations.
• Prepare for client reviews and handle general office duties.

Skills

Financial Planning Experience

Client Engagement

Time Management

Education

CII Diploma or Equivalent

Tools

Intelliflo

Quilter

Transact

Job description

Para Planning Administrator

Salary: 30,000 per annum

Work Arrangement: Hybrid

Location: Ipswich

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 passed CII exams and possess a minimum of 2 years' experience within 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 aims to expand its team and promote internal growth and career progression.

You should have a passion for delivering high-quality work within set timeframes and the ability to confidently engage with clients.

The Role:

• Maintaining client files
• Implementing recommendations
• Preparing for client reviews
• General office administration duties

The Person:

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

If you are seeking a career opportunity and want to be part of a successful team, please send your updated CV in Word format to the Staffing Innovations Ltd team.