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Financial Paraplanner

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Financial Paraplanner

in Finance Permanent
  • Ipswich
  • V/12978
  • Negotiable
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Job Description

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.

 

(V/12978)

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Time Appointments situated at 6-8 Museum Street, Ipswich, is recognised as a market leading recruitment consultancy in the East of England.

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2nd Floor
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Ipswich, Suffolk
IP1 1HT

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