Paraplanner - Ipswich

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

Qualifications / Experience Required