Position Overview
We are currently recruiting for a Financial Planning practice based in Ipswich that are looking to recruit an Administrator/Paraplanner. A large part of this job will be compiling suitability letters so they are looking for someone with relevant experience and ideally diploma qualified or almost qualified.
Summary of Role
To provide high quality financial planning support to Financial Advisers as part of an administrative team, in accordance with FCA standards and our Chartered Code of Ethics, representing the company in a professional manner with honesty and integrity at all times. Administration
Collate and manage information and facts for client meetings.Process applications and servicing matters, communicating with providers, clients and professional parties such as accountants and solicitorsTo process post sale requirements, working to and ensuring deadlines are met for both individual and corporate clients.<...