Paraplanner - Ipswich, Suffolk - My client is an Insurance Broker with a growing Financial Services Division. They advise on a whole range of products and are increasingly successful within the market place.

Due to expansion they now require a Paraplanner to join them.

Person Specification
The ideal candidate will have previous research and report writing experience and good administrative skills with a can do attitude towards the role.

Your role will be to assist IFA's by undertaking research, providing quotes, processing business and ongoing client administration. You will administer and maintain a portfolio of clients assisting the Director with ad hoc duties.

You will be assisting financial planning fee earners in advising clients. You will draft reports and letters providing advice to clients in accordance with the Firm’s procedures, assist with technical queries and research best advice and obtain quotations and product literature.