Administrator Paraplanner

Sector: Accountancy, Banking and Finance
Salary: £22,000 - £24,000
Location: Ipswich
Role: Full Time
Contract: Permanent
Job ref: 906899
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Looking to join an innovative and fast-moving regional firm?

Our client is a leading provider of financial services and advice to both business and private clients, they have an exciting opportunity for a positive individual to join their Financial Planning Department at their Ipswich office.

The role

Supporting the Consultants by undertaking client related administration including:

  • Maintenance of client and portfolio records;
  • Preparation of client files for annual or half yearly reviews;
  • Process client new business and general client administration as required;
  • Produce financial product and investment product recommendation reports;
  • Communicate with product providers on case progress, compliance issues and record keeping. Also deal with provider errors and mistakes and rectify these.

Experience:

  • Candidates will need to be able to make an immediate contribution in supporting the Consultants in achieving objectives and delivering a high quality service to clients.
  • Candidates will also hold the Certificate in Financial Planning (or equivalent) and will ideally be working towards the Diploma in Financial Planning qualification.
  • The ideal Candidate will have relevant Paraplanning experience in Financial Services.

And in return?

As well as a competitive salary, you will automatically be enrolled into our Employee Benefits scheme, giving you access to a range of free benefits and as well as a number of voluntary options. There’s plenty of support for training too, with assistance in studying for professional qualifications. There are also plenty of activities and nights out throughout the year !!

Contact Jody Collings to talk about this role on 01473 259923