Paraplanner

Finance
Ipswich
Posted 2 months ago

Fantastic opportunity for an experienced Paraplanner to join this local firm of Financial Advisors in Ipswich.

Your day to day duties will include, providing support to the IFA’s, preparing reports, liaising with the IFA’s and clients over the telephone and face to face, providing support and guidance as required as well as other activities as required by the business.

The successful candidate will ideally hold a Level 4 Diploma and have previous experience although you could be an experienced administrator already working within a firm and are looking for progression.

Our client have been established for over 20 years and truly value their employees. They offer a competitive salary and an attractive benefits package.

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