Back to results list


Location: BURY ST. EDMUNDS, SUFFOLK Salary: 25000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3060859
Our Client, a prestigious Financial Advisory Practice based in Bury St Edmunds are looking to recruit an experienced Paraplanner / Report Writer to join their growing team! 

This is an excellent opportunity for a professional and adaptable Report Writer (Paraplanner) to be based in a busy office ensuring the business generated by the firm is processed correctly and in a timely manner.  

You will be working with the Directors and Practice Advisors. You will be collating client information, preparing suitability letters, preparing illustrations, managing cases to completion and working with internal processing systems. You will be given full training on the relevant IT systems. The ideal candidate will need to ensure that the business obtained is being processed compliantly and in a timely way, and will be liaising with third parties on a daily basis.

This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is enjoys using their initiative and who has a ‘can do’ working style. You have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification - or be working towards this. You have experience of the administration of Pensions, Investments and Protection products as either a Senior Administrator or a Paraplanner. You have excellent communication skills and are highly organised. You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

Similar jobs