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Form of work
SalaryWe 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 Responsibilities:
- Drafting suitability reports
- Ensuring correct completion of all necessary documents
- Ensuring product research is kept up to date
- Dealing with pension queries
- Supporting Financial Advisors
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
