Paraplanner - Ipswich

6 months ago

Ipswich, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for an award winning Financial Planning practice based in Ipswich who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.

They require 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.

Key Accountabilities

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, where necessary, 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

  • Paraplanner - Ipswich

    4 weeks ago

    Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Paraplanner to join our award-winning Financial Planning practice in Ipswich. The successful candidate will have the opportunity to work in a hybrid environment, with 2 days per week spent working from home.The Paraplanner will assist Wealth Planners in delivering Wealth Planning services to new and existing clients, through...

  • Administrator/Paraplanner - Ipswich

    6 months ago

    Ipswich, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Ipswich that are looking to recruit an Administrator/Paraplanner. A large part of this job will be compiling suitability letters so they are looking for someone with relevant experience and ideally diploma qualified or almost qualified. Summary of Role To provide high quality...

  • Financial Paraplanner

    2 months ago

    Ipswich, United Kingdom CV-Library Full time

    We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding. Key Duties: *...

  • Financial Paraplanner

    2 months ago

    Ipswich, United Kingdom Time Appointments Full time

    We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team.The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.Key Duties: * Liaise with...

  • Financial Paraplanner

    1 month ago

    Ipswich, United Kingdom Time Appointments Full time

    We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding. Key Duties: Liaise...

  • Financial Planning Support Specialist

    4 weeks ago

    Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Support Specialist to join our team in Ipswich. As an Administrator/Paraplanner, you will provide high-quality financial planning support to Financial Advisers, ensuring compliance with FCA standards and our Chartered Code of Ethics.Key Responsibilities:Collate and manage information for client meetings, ensuring...

  • Independent Financial Adviser

    6 months ago

    Ipswich, United Kingdom Swallow Financial Planning Full time

    **Qualified (or nearly) Independent Financial Adviser** **What Will You Be Doing?** Our advisers do just that - **advise**: - there will not be a pool of paraplanners to churn out templated reports so you need to be proficient in Excel / CashCalc / and back-office systems(IO) as well as confident in dealing with established and new clients. We are looking...

  • Ifa Administrator

    5 months ago

    Ipswich, United Kingdom Kingswood Group Full time

    Kingswood Group are pleased to be assisting a growing financial services firm with the recruitment of an IFA Administrator to be based in their Ipswich office. With ideally a previous background working within a similar industry, the role will support a team of Independent Financial Advisor and Paraplanners. **Duties will include;** - Responding to all...

  • Senior Financial Planning Support Associate

    2 weeks ago

    Ipswich, Suffolk, United Kingdom Blakemore Recruitment Full time

    We are an award-winning financial planning practice in Ipswich seeking a highly skilled and experienced Paraplanner to join our team. As a Senior Financial Planning Support Associate, you will play a crucial role in assisting our Wealth Planners in delivering exceptional wealth planning services to our clients.About the RoleThis is a fantastic opportunity...

  • IFA Administrator

    2 weeks ago

    Ipswich, United Kingdom Spider Full time

    IFA Administrator / Technical Support Administrator – Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk.They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning, pensions, life...

  • IFA Administrator

    3 weeks ago

    Ipswich, United Kingdom CV-Library Full time

    IFA Administrator / Technical Support Administrator – Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk. They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning,...

  • IFA Administrator

    2 weeks ago

    ipswich, United Kingdom Spider Full time

    IFA Administrator / Technical Support Administrator - Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk.They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning, pensions, life...

  • Administrator - Independent Financial Adviser (Ifa)

    3 weeks ago

    Ipswich, Suffolk, United Kingdom Spider Full time €25,000

    IFA Administrator / Technical Support Administrator - Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk. They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning, pensions,...

  • IFA Administrator

    3 weeks ago

    Ipswich, Suffolk, United Kingdom Spider Full time €25,000

    IFA Administrator / Technical Support Administrator - Spider is supporting a well-established firm of Independent Financial Advisers and Financial Planners based in central Ipswich, Suffolk. They offer advice to individuals, small businesses, and trustees on a broad range of financial services including, but not limited to financial planning, pensions,...