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We are currently recruiting for an award winning Financial Planning practice based in Ipswich who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.
They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.
Key Accountabilities
* Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
* Ensure product research is kept up to date
* Production of client reports within agreed timescales
* Obtain and prepare paperwork required for client meetings and business submission
* Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
* Build technical Knowledge to achieve chartered financial planner status
* Getting Things Done– Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
* Communication & Sharing Knowledge– Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
* Customer Service– Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
* Effectiveness & Adaptability– Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
* Team Working– Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
* Client focus and concern for quality ensuring client satisfaction and retention
* Actively participate in the sharing of knowledge to both Wealth Planners and Investment Managers
* Maintain a full and proper understanding of the financial services market
* Deal with issues promptly and appropriately
Qualifications / Experience Required
* Educated to A-level standard or equivalent
* Fully or part qualified CII DipPFS as a minimum
* At least 12 months industry experience in administration or paraplanning role
* Experience of providing customer service to HNW individuals
* Previous use of First software or Intelliflo is advantageous
* Previous use of Voyant or alternative Cashflow software is advantageous
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