Paraplanner - Ipswich

1 month ago

Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

We are seeking a skilled Paraplanner to join our award-winning Financial Planning practice in Ipswich. As a Paraplanner, you will play a crucial role in assisting Wealth Planners with the delivery of Wealth Planning services to new and existing clients.

Key Responsibilities:

  • Liaise with Wealth Planning administrators and Wealth Planners to ensure timely information exchange for report production.
  • Stay up-to-date with product research and ensure its accuracy.
  • Produce client reports within agreed timelines.
  • Prepare necessary paperwork for client meetings and business submissions.
  • Handle client communications, including arranging meetings for Wealth Planners when necessary.
  • Develop technical knowledge to achieve Chartered Financial Planner status.

Competencies and Skillset:

  • Getting Things Done: Deliver on objectives promptly, prioritize workload, and remain professional under pressure.
  • Communication and Sharing Knowledge: Confident, clear, and accurate communication, maintaining accurate records, and utilizing new technology effectively.
  • Customer Service: Positive attitude to find solutions, using customer feedback to improve service.
  • Effectiveness and Adaptability: Maintain a high volume of work, striving for continual improvements, and understanding individual contribution to corporate objectives.
  • Team Working: Share knowledge, skills, and experience with colleagues, understand team goals, and be cooperative and supportive.
  • Client focus and concern for quality, ensuring client satisfaction and retention.
  • Actively participate in sharing knowledge with Wealth Planners and Investment Managers.
  • Maintain a full and proper understanding of the financial services market.
  • Deal with issues promptly and appropriately.

Qualifications and Experience:

  • 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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