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We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced 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 the Wealth Planning Administrators and Wealth Planners to ensure all information for report production is obtained in a timely manner.

* Ensure product research is kept up to date.

* Prepare paperwork for client meetings and business submission.

* Deal with all forms of client communication.

* Deal with issues promptly and appropriately.

Previous Skills & Experience:

* DipPFS qualification or equivalent as a minimum.

* At least 18 months experience ideally within Wealth Management.

* Maintains a full and proper understanding of the financial services market