Paraplanner (Pensions Management)
3 days ago
We are thrilled to be representing our client in their search for a Paraplanner or Senior Administrator in Ipswich to join their boutique independent financial advisory firm. Our client is a successful family firm who has been trading for almost 30 years covering Suffolk, London and surrounding counties. Their main office is set in an idyllic barn in Ipswich with beautiful landscapes surrounding the office and have a long history of service to the local community with longstanding relationships with their clients.
On offer is a competitive package matched to experience, including benefits such as bonuses, death in service and company pension. If you are passionate about helping clients achieve their financial goals and have the qualifications and experience we need - we would love to hear from you
Qualified to level four financial diploma, or above, or studying towards it
– Experience as a paraplanner/senior administrator, or similar role in the financial services industry
– Strong knowledge of investment products, financial planning concepts, and tax regulations
– Proficient in financial planning software, cash flow modelling and calculators
– A modern office with free, onsite parking
Work-from-home days and/or flexible working hours
Personalised professional development, with good opportunities for those who wish to progress to be a Financial Adviser in the future
Company bonuses
Company Pension
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