Paraplanner - Ipswich
4 weeks ago
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 agreed objectives promptly, prioritize workload, and remain professional under pressure.
- Communication & Sharing Knowledge – Confident, clear, and accurate communication, maintaining accurate records, and utilizing new technology effectively.
- Customer Service – Positive attitude to find solutions in line with TCF principles, using customer feedback to improve service.
- Effectiveness & Adaptability – Maintain a high volume of work, striving for continual improvements, understanding individual contribution to corporate objectives, and presenting a positive image and approach to change.
- Team Working – Share knowledge, skills, and experience with colleagues, understand team goals, and be 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 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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