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Paraplanner, Ipswich (hybrid working). £35,000-£45,000 plus benefits & discretionary annual bonus.
- Exciting opportunity within an Independent Financial Adviser firm in Ipswich who are looking for an experienced Paraplanner.
- They offer independent, holistic advice to a wide range of clients and are very well established in the area.
- On offer is excellent training, development and progression, including exam support and study leave.
- Opportunity to progress in to a Trainee Adviser role in the near future.
The role:
- Supporting a Senior Adviser with a large and complex client portfolio.
- Preparing complex financial reports, suitability letters and recommendations for clients.
- Conduct in-depth research and analysis on financial products, investments and pensions.
- Attending client meetings, assisting with preparation of client reviews and meeting notes.
- Assist in the development of financial strategies based on client needs and goals.
- Maintaining and updating client records and financial plans.
- Ensuring regulatory requirements, company and industry best practices are adhered to.
To apply:
- Ideally you will be Level 4 qualified with client facing experience.
- Proven experience in Paraplanning gained within an IFA.
- Good knowledge of financial products including investment and pensions.
- Attention to detail with excellent organisational & planning skills.
- Detail orientated with strong communication skills.
- Able to develop and maintain excellent working relationships with internal & external customers.
For further information about this and many other great opportunities in Wealth Management, please contact Synchronicity Wealth.
