We are delighted to be recruiting on behalf of a highly respected and growing financial services firm based in Ipswich, who are seeking an experienced Paraplanner to join their professional and supportive team. This is an excellent opportunity for a skilled paraplanner looking to join a forward-thinking business that values development quality of service, and long-term career progression.
As a Paraplanner, you will provide comprehensive technical and administrative support to Financial Advisers, helping to deliver a high-quality, compliant, and client-focused financial planning service. You will play a key role in preparing detailed suitability reports, conducting research, and ensuring that all advice provided meets regulatory requirements and internal standards.
Key Responsibilities
* Preparing high-quality suitability reports and recommendation letters
* Conducting detailed product, fund, platform, and provider research
* Producing cashflow models and financial planning illustrations
* Supporting advisers with complex case analysis and technical queries
* Preparing client review packs and annual review documentation
* Processing new business applications and ensuring accurate submission
* Liaising with product providers, platforms, and clients where required
* Ensuring compliance with FCA regulations and internal procedures
* Maintaining accurate records and updating CRM / back-office systems
* Assisting with audit preparation and file checks
The Ideal Candidate
* Previous experience in a Paraplanner role within financial services
* Strong technical knowledge across pensions, investments, protection, and retirement planning
* Level 4 Diploma in Regulated Financial Planning (or working towards) preferred
* Excellent written communication and report-writing skills
* High level of attention to detail and strong analytical ability
* Strong organisational skills and ability to manage workloads effectively
* Confident communicator with a professional and client-focused approach
* Proactive, reliable, and highly motivated
What’s On Offer
* Competitive salary package
* Hybrid / flexible working options
* Friendly, professional, and supportive team environment
* Excellent training and development opportunities
* Support with professional exams and qualifications
* Clear career progression opportunities
* Modern offices based in Ipswich
* Free parking
* Pension scheme and generous holiday allowance