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Paraplanner - Financial ServicesIpswich (3 days per week hybrid)Salary: £30000 to £40000 depending one experience and qualification
We are looking for a Paraplanner to provide essential technical support within a growing Financial Services team. The ideal candidate will assist with complex cases, ensuring compliance with FCA regulations and internal procedures.
Key Responsibilities:
- Ensure adherence to FCA rules, the Financial Services and Markets Act, and company procedures.
- Provide administrative support to the Financial Services team, ensuring client deadlines are met.
- Assist with the preparation of valuation reports, meeting documentation, and financial analysis.
- Analyse technical data, prepare cashflow reports, and compile Suitability Reports.
- Maintain and update client records in relevant systems.
- Communicate effectively with clients and insurers via phone, email, and post.
- Conduct research and attend client or insurer meetings as needed.
- Manage compliance-related tasks and escalate issues when necessary.
- Continuously develop your skills to meet Continuing Professional Development (CPD) requirements.
Skills & Experience:
- Proficient in Microsoft Office (Word, Excel, Outlook) and research tools like FE Analytics.
- Level 4 Diploma or working towards it is required.
- Previous experience in a paraplanner or similar technical support role.
- Strong understanding of pensions, investments, protection, and financial planning.
- Excellent attention to detail, organisational skills, and the ability to manage multiple priorities.
- Clear and concise communication skills, both written and verbal.
- A proactive, flexible approach with a focus on client service.
If you are an experienced Paraplanner with a strong technical background and a commitment to professional growth, apply now to join our client’s team.
