Technical Financial Planner Support (Paraplanner) in Bury St Edmunds

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Technical Financial Planning Administrator (Paraplanner) to join their team of successful Financial Planning Support professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported.

Purpose of the role

To provide high quality technical support across the team to enable Financial Planners and Directors to deliver a consistent, high-level service to clients. Being aligned to an individual Financial Planner or several FPs across the team

Help maintain and develop a number of client services

Support and develop junior team members to enable them to be as efficient and effective as possible, sharing technical resources across the team as necessary

Key responsibilities

Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with technical problem solving where necessary

Check more complex policy analysis and complete complex calculations for clients

Liaise with clients, dealing with their queries and ensuring all client correspondence i…

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