We are working on behalf of a well-established and reputable firm of Independent Financial Advisers in Ipswich who are seeking an experienced Paraplanner to join their growing team and support their Financial Advisers in delivering comprehensive financial solutions. Our client will consider applicants on a remote basis, where they just need to join the office for a face-to-face meeting once a month.
Skills & Experience
* Previous paraplanning experience within an IFA or wealth management setting
* Minimum Level 4 Diploma PFS (or equivalent)
* Proficient with major research tools (e.g., Analytics, Voyant)
* Experience working within the pension transfer market
* Knowledge of administering IHT and/or investment products
* Up-to-date understanding of relevant regulations and legislation
* Ability to research, analyse, and interpret financial data
* Strong organisational skills and the ability to manage multiple tasks
* Effective communication skills, both written and verbal
Key Responsibilities:
* Provide high-level technical paraplanning support to the Practice
* Work closely with Advisers to achieve client objectives, identifying effective financial planning opportunities and sourcing suitable solutions that meet clients’ needs and expectations
* Develop financial planning strategies (investment, retirement, tax, and estate planning) supported by detailed computer models and reports
* Prepare financial reports, suitability letters, and client recommendations
* Conduct research and analysis on financial products, investments, and pensions
* Assist in preparing client reviews and meeting notes
* Support Financial Advisers with the implementation of financial plans
* Maintain and update client records and financial plans within the CRM system
* Ensure all work complies with regulatory requirements and industry best practice
* Communicate with clients and providers, ensuring timely responses to queries
* Assist in developing financial strategies based on client needs and goals
Due to the nature of the role, the successful applicant may be required to travel occasionally to other office locations throughout the UK.
If you are passionate about financial planning and looking to further your career in a supportive and dynamic environment, we would love to hear from you