My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced Paraplanner to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will write suitability reports for clients of the firm''s advisersYou will conduct product researchYou will carry out file reviewsYou will carry out ad hoc project work You will liaise with Advisers and my client''s administration team to ensure work is prioritisedYou will speak with third parties to obtain specific informationYou will use my clients back office system to construct data records and obtain information for existing clientsYou will assist my clients advisers, ensuring business is processed efficiently and accuratelyYou will comply with FCA rules and internal compliance proceduresKey Skills:You will be level four qualified (essential)Compliance and regulatory adherenceAccurate record-keeping Portfolio reporting and investment analysisFinancial product knowledge and quoting systemsClient communication and relationship managementProfessional telephone and written correspondenceGreat organisation and time managementIT proficiency (back-office systems, spreadsheets, platforms)Problem-solving and query resolutionTeam collaboration and workflow coordinationBenefits:22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with serviceDeath in Service life cover policyPMIP