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.