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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.
Key Duties:
- Liaise with the Wealth Planning Administrators and Wealth Planners to ensure all information for report production is obtained in a timely manner.
- Ensure product research is kept up to date.
- Prepare paperwork for client meetings and business submission.
- Deal with all forms of client communication.
- Deal with issues promptly and appropriately.
Previous Skills & Experience:
- DipPFS qualification or equivalent as a minimum.
- At least 18 months experience ideally within Wealth Management.
- Maintains a full and proper understanding of the financial services market.
