Jobs
-
Reference V/13405
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.
Â
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
Key Duties & Responsibilities:
- Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner
- Drafting suitability reports
- Ensuring correct completion of all necessary documents
- Ensuring product research is kept up to date
- Dealing with pension queries
- Maintaining and updating client records and financial plans in the CRM system
- Ensuring all work complies with regulatory requirements and industry best practices
- Communicating with clients and providers, ensuring timely responses to queries