Paraplanner

Recruiter
Reed
Location
Ipswich
Posted
17 Apr 2019
Closes
04 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

My client are a successful IFA firm who are looking to recruit an experienced Paraplanner to join their team in their Ipswich office.

If you have are Level 4 Diploma Qualified and have a minimum of 3 years paraplanning experience within an IFA, this could be the opportunity for you.

Job Purpose

On a daily basis you will undertake research to identify suitable solutions for new and existing clients. You will be asked to write clear and concise suitability reports that allows the adviser(s) to provide a comprehensive service.

Personal and Professional Skills required

• Level 4 Diploma qualified with a minimum of 3ears paraplanning experience within an IFA

• Able to work as part of a team and on your own

• Self drive and determination to want to progress

• DB Pension Transfer and Complex cases experience is desired but not essential

If keen to explore further please do not hesitate to contact me on or apply below.

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