Para Planning Administrator

Location: Ipswich (Hybrid)
Salary: £30,000 per annum

Staffing Innovations is seeking a technical support administrator to bridge the gap between administration and paraplanning in a well-established financial planning firm. This is a fantastic opportunity to join a growing company with strong internal career progression prospects.

The ideal candidate will have a minimum of 2 years’ experience within a financial planning environment and hold CII exam passes. You will be passionate about delivering high-quality work within deadlines and confident engaging with clients.

The Role

• Maintaining client files
• Implementing financial recommendations
• Preparing client reviews

The Person

• Essential experience in financial planning
• Experience with Intelliflo, Quilter, Transact, or similar systems is desirable

If you are looking for a rewarding career within a successful and expanding financial planning team, please send your full, up-to-date CV in Word format to the team at Staffing Innovations Ltd.

Keywords: Financial, Planning, Administrator, Tax, Investment, Management, Intelliflo, Quilter, Transact, Paraplanner, CII Diploma, Ipswich