Paraplanner - Ipswich

2 months ago

Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for an award-winning financial services company who are looking to recruit a Paraplanner to assist Wealth Planners with the delivery of wealth planning services to new and existing clients of the business, through the production of wealth planning reports.

They require a Paraplanner to work in a dynamic and hybrid working environment, with the ability to work from home two days a week.

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; prioritizes 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

  • Education 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 high net worth individuals.
  • Previous use of First software or Intelliflo is advantageous.
  • Previous use of Voyant or alternative cash flow software is advantageous.

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