Financial Paraplanner
other jobs TIME Appointments Ltd
Added before 6 Days
- England,East of England,Suffolk,Ipswich
- full-time
- Competitive salary
Job Description:
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 the Wealth Planning Administrators and Wealth Planners to ensure all information for report production is obtained in a timely manner.
*Ensure product research is kept up to date.
*Prepare paperwork for client meetings and business submission.
*Deal with all forms of client communication.
*Deal with issues promptly and appropriately.
Previous Skills & Experience:
*DipPFS qualification or equivalent as a minimum.
*At least 18 months experience ideally within Wealth Management.
*Maintains a full and proper understanding of the financial services market.
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 the Wealth Planning Administrators and Wealth Planners to ensure all information for report production is obtained in a timely manner.
*Ensure product research is kept up to date.
*Prepare paperwork for client meetings and business submission.
*Deal with all forms of client communication.
*Deal with issues promptly and appropriately.
Previous Skills & Experience:
*DipPFS qualification or equivalent as a minimum.
*At least 18 months experience ideally within Wealth Management.
*Maintains a full and proper understanding of the financial services market.
Job number 1743401
metapel
Company Details:
TIME Appointments Ltd
Company size: 10–19 employees
Industry: Recruitment Consultancy
Time Appointments are a leading recruitment agency offering a consultative approach working with a host of businesses in the East of England, covering...