Financial Services Paraplanner

3 weeks ago


Ipswich Suffolk, United Kingdom Time Appointments Full time

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.
Dealing with pension queries
Supporting Financial Advisors
At least 12months industry experience in a paraplanning role involving report writing
Experience of providing excellent customer service to high-net-worth clients
Previous experience using First software or Intelliflo would be advantageous
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