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
1. Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner
2. Ensure product research is kept up to date
3. Production of client reports within agreed timescales
4. Obtain and prepare paperwork required for client meetings and business submission
5. Deal with all forms of client communications including, where necessary, arranging client meetings for the Wealth Planners
6. Build technical Knowledge to achieve chartered financial planner status
Competencies / Skillset
7. Getting Things Done – Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
8. Communication & Sharing Knowledge – Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
9. Customer Service – Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
10. 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.
11. Team Working – Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
12. Client focus and concern for quality ensuring client satisfaction and retention
13. Actively participate in the sharing of knowledge to both Wealth Planners and Investment Managers
14. Maintain a full and proper understanding of the financial services market
15. Deal with issues promptly and appropriately
Qualifications / Experience Required
16. Educated to A-level standard or equivalent
17. Fully or part qualified CII DipPFS as a minimum
18. At least 12 months industry experience in administration or paraplanning role
19. Experience of providing customer service to HNW individuals
20. Previous use of First software or Intelliflo is advantageous
21. Previous use of Voyant or alternative Cashflow software is advantageous