Paraplanner - Ipswich
3 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 all required information for report production is obtained in a timely manner.
- Ensure product research is kept up to date.
- Production of client reports within agreed timescales.
- Obtain and prepare paperwork required for client meetings and business submission.
- Deal with all forms of client communications, including arranging client meetings for the Wealth Planners.
- Build technical knowledge to achieve chartered financial planner status.
Competencies / Skillset
- Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
- Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
- Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
- Effectiveness & Adaptability – Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
- Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is 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 / Experience Required
- 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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