Paraplanner - Ipswich

Blakemore Recruitment; Ipswich; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

Une pratique de planification financière primée à Ipswich recherche un Paraplanner pour assister dans la livraison de services de planification. Le candidat assurera la production de rapports clients et travaillera en étroite collaboration avec les Wealth Planners pour garantir la satisfaction du client. Un environnement hybride est proposé, permettant 2 jours de travail à domicile par semaine.

Qualifications

• Expérience d'au moins 12 mois dans un rôle d'administration ou de paraplanning.
• Compétence en service à la clientèle auprès d'individus HNW.
• Connaissance du marché des services financiers requise.

Responsibilities

• Production de rapports pour les clients dans les délais convenus.
• Communication avec les Planners pour la collecte des informations nécessaires.
• Participation active à l'amélioration des services clients basés sur les retours.

Skills

Communication

Analyse

Service à la clientèle

Travail d'équipe

Gestion du temps

Education

A-level ou équivalent

CII DipPFS (minimum)

Tools

First software

Intelliflo

Voyant ou logiciel de flux de trésorerie alternatif

Job description

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We are currently recruiting for an award winning Financial Planning practice based in Ipswich who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.

They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.

Key Accountabilities

• Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
• Ensure product research is kept up to date
• Production of client reports within agreed timescales
• Obtain and prepare paperwork required for client meetings and business submission
• Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
• Build technical Knowledge to achieve chartered financial planner status
• Getting Things Done– Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
• Communication & Sharing Knowledge– Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
• Customer Service– Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
• Effectiveness & Adaptability– Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
• Team Working– Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
• Client focus and concern for quality ensuring client satisfaction and retention
• Actively participate in the sharing of knowledge to both Wealth Planners and Investment Managers
• Maintain a full and proper understanding of the financial services market
• Deal with issues promptly and appropriately

Qualifications / Experience Required

• Educated to A-level standard or equivalent
• Fully or part qualified CII DipPFS as a minimum
• At least 12 months industry experience in administration or paraplanning role
• Experience of providing customer service to HNW individuals
• Previous use of First software or Intelliflo is advantageous
• Previous use of Voyant or alternative Cashflow software is advantageous