Junior Paraplanner

We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for a Junior 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 Wealth Planning, Financial Planning and Technical teams to obtain information required for reports within agreed timescales. Prepare Letters of Authority and Letters of Appointment as required. Obtain third-party policy information and proactively liaise with providers to meet agreed timescales. Assist with third-party policy analysis and maintain accurate records to ensure a clear audit trail. Carry out product research and obtain product information and new business illustrations as required. Ensure product research and supporting information is accurate and up to date. Prepare annual review and initial client reports accurately and within agreed timescales. Prepare documentation and paperwork for client meetings and new business submissions. Develop and maintain technical knowledge of financial planning, products and providers. Work collaboratively with the wider team to support the efficient delivery of client services. Maintain a high level of accuracy, attention to detail and professionalism when handling client and provider information.

Previous Skills & Experience: Educated to A-Level standard or equivalent, or have relevant experience within the financial services sector. Previous experience in a financial services environment, with exposure to client contact and financial administration is beneficial but not essential. Experience or knowledge of pensions and/or investment products is desirable. Ideally studying towards, or having completed, one or more CII examinations. Demonstrates a commitment to ongoing professional development and a structured study plan to build technical knowledge and expertise. Proficient in Microsoft Office, particularly Excel, Word and PowerPoint. Strong attention to detail with the ability to work accurately and efficiently.