Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial planning by managing client files and preparing reviews.
- Company: Join a bespoke financial planning firm with over 30 years of experience.
- Benefits: Enjoy a hybrid work model and opportunities for career growth.
- Why this job: Be part of an expanding team that values high-quality work and client engagement.
- Qualifications: CII Diploma and at least 2 years in financial planning are essential.
- Other info: Experience with Intelliflo or similar software is a plus.
All candidates should make sure to read the following job description and information carefully before applying.
£30,000 per annum
Hybrid
Ipswich
Staffing Innovations are looking for a technical support administrator that will sit between admin and paraplanning. The ideal candidate will have CII exam passes and 2 years minimum experience within a financial planning environment. This role is full time and based in Ipswich.
Are you looking to work for a company expanding via acquisition? On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.
You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.
The Role:
- Maintaining the client file
- Implementing recommendations
- Client review preparation
- General office administration duties
The Person:
- Experience in financial planning is essential
- CII Diploma qualification, or equivalent
- Experience with Intelliflo, Quilter, Transact or similar is desirable
If you are looking for a career and want to be part of a successful team, please send a full updated CV in word to the Team at Staffing Innovations Ltd.
Paraplanner Administrator employer: Staffing Innovations
Contact Detail:
Staffing Innovations Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelliflo, Quilter, and Transact. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work in paraplanning. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, particularly how they relate to maintaining client files and implementing recommendations. Be ready to provide examples of how you've successfully managed similar tasks in past roles.
✨Tip Number 4
Showcase your passion for high-quality work and client engagement during the interview. Think of specific instances where you went above and beyond for clients, as this will demonstrate your commitment to the role and the company’s values.
We think you need these skills to ace Paraplanner Administrator
Some tips for your application 🫡
Understand the Role: Carefully read the job description for the Paraplanner Administrator position. Make sure you understand the responsibilities and qualifications required, such as experience in financial planning and CII exam passes.
Tailor Your CV: Update your CV to highlight relevant experience in financial planning and any qualifications like the CII Diploma. Emphasise your skills in client engagement and administrative tasks that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to deliver high-quality work. Mention specific experiences that demonstrate your suitability for the role and your interest in career progression within the company.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Staffing Innovations
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge, especially if you have CII qualifications. Be prepared to discuss key concepts and demonstrate your understanding of the role's requirements.
✨Familiarise Yourself with Relevant Software
Since experience with Intelliflo, Quilter, or Transact is desirable, take some time to familiarise yourself with these platforms. Being able to speak confidently about how you've used similar software can set you apart.
✨Prepare for Client Engagement Scenarios
As the role involves engaging with clients, think of examples from your past experiences where you successfully managed client relationships. Be ready to discuss how you handle difficult situations or provide high-quality service.
✨Show Enthusiasm for Career Growth
The company values internal growth and career progression, so express your interest in developing your skills and advancing within the organisation. Share your long-term career goals and how they align with the company's vision.
