Posted in: Finance in Ipswich | Posted: |
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 Responsibilities:
* Drafting suitability reports
* Ensuring correct completion of all necessary documents
* Ensuring product research is kept up to date
* Dealing with pension queries
* Supporting Financial Advisors
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