Financial Planning Specialist
2 weeks ago
We are thrilled to be representing our client, a successful family firm, in their search for a Paraplanner or Senior Administrator to join their team in Ipswich. Our client has been trading for almost 30 years, covering Suffolk, London, and surrounding counties, and has a long history of service to the local community with longstanding relationships with their clients.
This is an excellent opportunity for an experienced Paraplanner or Senior Administrator to join a team of dedicated professionals. 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.
What We're Looking For:
- A qualified Paraplanner or Senior Administrator with a level four financial diploma or above, or studying towards it
- Experience in a 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
- Excellent analytical skills, with strong attention to detail
What's on Offer:
- 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
- Death in Service
- Company Pension
We welcome applications from experienced Paraplanners or Senior Administrators who are passionate about helping clients achieve their financial goals. Please apply or contact Eloise Adams directly for more information. We look forward to hearing from you.
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