Junior Paraplanner
other jobs TIME Appointments Ltd
Added before 1 Days
- England,East of England,Suffolk,Ipswich
- Full Time, Permanent
- Competitive salary
Job Description:
Full job descriptionWe are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for a Junior Paraplanner to join their team.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Key Duties:
*Liaise with Wealth Planning, Financial Planning and Technical teams to obtain information required for reports within agreed timescales.
*Prepare Letters of Authority and Letters of Appointment as required.
*Obtain third-party policy information and proactively liaise with providers to meet agreed timescales.
*Assist with third-party policy analysis and maintain accurate records to ensure a clear audit trail.
*Carry out product research and obtain product information and new business illustrations as required.
*Ensure product research and supporting information is accurate and up to date.
*Prepare annual review and initial client reports accurately and within agreed timescales.
*Prepare documentation and paperwork for client meetings and new business submissions.
*Develop and maintain technical knowledge of financial planning, products and providers.
*Work collaboratively with the wider team to support the efficient delivery of client services.
*Maintain a high level of accuracy, attention to detail and professionalism when handling client and provider information.
Previous Skills & Experience:
*Educated to A-Level standard or equivalent, or have relevant experience within the financial services sector.
*Previous experience in a financial services environment, with exposure to client contact and financial administration is beneficial but not essential.
*Experience or knowledge of pensions and/or investment products is desirable.
*Ideally studying towards, or having completed, one or more CII examinations.
*Demonstrates a commitment to ongoing professional development and a structured study plan to build technical knowledge and expertise.
*Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.
*Strong attention to detail with the ability to work accurately and efficiently.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Key Duties:
*Liaise with Wealth Planning, Financial Planning and Technical teams to obtain information required for reports within agreed timescales.
*Prepare Letters of Authority and Letters of Appointment as required.
*Obtain third-party policy information and proactively liaise with providers to meet agreed timescales.
*Assist with third-party policy analysis and maintain accurate records to ensure a clear audit trail.
*Carry out product research and obtain product information and new business illustrations as required.
*Ensure product research and supporting information is accurate and up to date.
*Prepare annual review and initial client reports accurately and within agreed timescales.
*Prepare documentation and paperwork for client meetings and new business submissions.
*Develop and maintain technical knowledge of financial planning, products and providers.
*Work collaboratively with the wider team to support the efficient delivery of client services.
*Maintain a high level of accuracy, attention to detail and professionalism when handling client and provider information.
Previous Skills & Experience:
*Educated to A-Level standard or equivalent, or have relevant experience within the financial services sector.
*Previous experience in a financial services environment, with exposure to client contact and financial administration is beneficial but not essential.
*Experience or knowledge of pensions and/or investment products is desirable.
*Ideally studying towards, or having completed, one or more CII examinations.
*Demonstrates a commitment to ongoing professional development and a structured study plan to build technical knowledge and expertise.
*Proficient in Microsoft Office, particularly Excel, Word and PowerPoint.
*Strong attention to detail with the ability to work accurately and efficiently.
Job number 4214319
The jobs on site are for both men and women