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Paraplanner

Posted 26 January by Rutherford Briant Easy Apply Ended

Rutherford Briant are recruiting for an Administrator Paraplanner in Ipswich for a regional firm. The role will involve handling client administration, reviews and reporting to assist the Financial Advisors.

Responsibilities:

  • Maintaining client records, preparation of files for 6 month and annual reviews
  • Processing new business and general administration, product and provider research
  • Preparation for client meetings
  • Communicating with product suppliers on case progress, issues and record keeping; making sure all errors are identified and rectified
  • Supporting Financial Advisors and attending client meetings as required

Requirements:

  • A Certificate in Financial Planning or working towards the qualification with relevant job experience
  • Excellent understanding of MS Office, 1st Software, O&M, Sesame Research or any other similar software packages
  • Excellent organisation and planning skills with the ability to record time spent on client work
  • Strong communication and customer service skills along with a good understanding of maintaining commercial relationships with suppliers and clients

Required skills

  • Paraplanning

Reference: 33026191

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