Overview
My client is a boutique advice practice based five miles southeast of Norwich.
My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running; you must be capable of carrying out report writing and research independently. You will join my client’s already experienced team of administrators, supporting the business team of advisers with a sole focus on paraplanning.
Key duties
- You will write suitability reports for clients of the firm's advisers; these reports are sometimes of a technical nature.
- You will conduct whole of market research.
- You will carry out file reviews.
- You will carry out ad hoc project work.
- You will liaise with advisers and the administration team to ensure work is prioritised and deadlines met.
- You will speak with insurance companies and investment companies to obtain specific information.
- You will use my client\'s back office system to construct data records and obtain information for existing clients.
- You will assist my client\'s advisers, ensuring business is processed efficiently and accurately.
- You will comply with FCA rules and internal compliance procedures.
Key personal skills
- Honesty
- Integrity
- Reliability
- Ability to work well under pressure
- Good knowledge and experience of using Microsoft Office and Excel
- Mathematics and English qualifications (grade C and above)
- A good telephone manner
- Experience within financial services, ideally within a holistic IFA firm
Benefits
- 25 days holiday
- Free Parking
- Home working one day per week Friday (hybrid)
- Annual bonus (ad hoc)
- Finance and support financial qualifications
- Personal development is encouraged, and my client has a track record of developing administrators to advice level; if you wish to progress, there is no pressure to.
Experience
- Financial services: 2 years, ideally one year paraplanning (required)
Paraplanner in Costessey employer: Service Service Employment Agency Limited
As an Investment Support Specialist at this Independent Financial Advice Practice, you will be part of a dedicated team that values client relationships and professional growth. With a strong emphasis on operational efficiency and compliance, the company fosters a supportive work culture where employees are encouraged to develop their skills and advance their careers. Located in the picturesque East Anglia region, this role offers a unique opportunity to contribute to a personable collective while enjoying the benefits of a well-established firm with a billion in funds under management.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
