A once in a blue moon opportunity has arisen in Ipswich for a leading business. They are seeking a junior paraplanner to join their well experienced team. For this role, we are seeking a determined, career focused individual, who wishes to undertake personal development to reach the end goal of eventually being in a paraplanner role.
Duties:

• Coordinate with Wealth Planning Administrators, Financial Planners, Wealth Planners, and the Technical Support Team to gather all necessary information for timely report production.
• Draft letters of authority and appointment as needed by the team.
• Support the Administration team in acquiring third-party information and completing third-party analysis.
• Maintain audit trails and client records.
• Gather product research, information, and new business illustrations as requested by the team.
• Prepare annual reviews and initial client reports.
• Collect and prepare documentation for client meetings and business submissions.
• Develop technical knowledge.

Requirements:

• Good standard of education, preferably to A-level standard or equivalent
• Will have some experience of working in Financial Services, preferably exposure to pensions and/or investment policies
• Will possess a client focus and concern for quality, ensuring client satisfaction and retention
• A diligent worker with a high level of attention to detail