Paraplanning Administrator

Paraplanning Administrator

£30,000 per annum

Hybrid

Ipswich

Staffing Innovations are looking for a technical support administrator that will sit between admin and paraplanning. Salary 30k+.

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

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