Para Planning Administrator
Salary: 30,000 per annum
Work Arrangement: Hybrid
Location: Ipswich
Staffing Innovations is seeking a technical support administrator to serve as a bridge between admin and paraplanning. The role offers a salary of 30k+.
The ideal candidate will have passed CII exams and possess a minimum of 2 years' experience within a financial planning environment.
This is a full-time position based in Ipswich.
Are you interested in working for a company expanding through acquisitions?
We offer the opportunity to join a bespoke financial planning firm with over 30 years of experience. The organization aims to expand its team and promote internal growth and career progression.
You should have a passion for delivering high-quality work within set timeframes and the ability to confidently engage with clients.
The Role:
* Maintaining client files
* Implementing recommendations
* Preparing for client reviews
* General office administration duties
The Person:
* Experience in financial planning is essential
* CII Diploma qualification or equivalent
* Experience with Intelliflo, Quilter, Transact, or similar platforms is desirable
If you are seeking a career opportunity and want to be part of a successful team, please send your updated CV in Word format to the Staffing Innovations Ltd team.
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