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Paraplanner
Job Posted: 7 hours ago
Salary: £ 30,000 - 45,000 / Annum
Job Type: Permanent
Location: Ipswich
Expire in: a month
Job Description
Job Title: Paraplanner
Location: Ipswich (Hybrid flexibility may be considered)
Salary: Up to £45,000 (dependent on experience)
About the Company
I am supporting a well-established, independent wealth management practice based in Ipswich that has built a strong reputation for delivering tailored financial planning and wealth management services. The firm works with private clients, families, and business owners, offering advice across retirement planning, investments, protection, and succession planning.
They pride themselves on long-term client relationships, technical expertise, and providing a high-quality, personal service.
The Opportunity
This is a newly created Paraplanner role within the practice, giving you the chance to shape the position and make it your own. You’ll work closely with advisers and administrators, supporting the advice process through detailed research, report writing, and compliance oversight. This is a great opportunity for an experienced Paraplanner who enjoys technical work and wants to play a key part in delivering excellent client outcomes.
Key Responsibilities
Prepare clear, accurate, and compliant Suitability Reports and recommendation letters.
Conduct in-depth research and analysis on financial products and providers.
Support advisers with technical queries and preparation for client meetings.
Ensure client files and documentation meet regulatory and compliance standards.
Maintain up-to-date knowledge of FCA regulations and internal compliance requirements.
Use and maintain practice systems (CRM, financial planning tools, compliance platforms).
Work collaboratively with the wider team to ensure smooth client service delivery.
Assist with client onboarding, reviews, and servicing tasks as needed.
Commit to ongoing professional development and maintaining relevant qualifications.
Skills & Attributes
Strong technical knowledge of financial planning products and solutions.
Excellent written skills with attention to detail in report preparation.
Organised, with the ability to manage multiple priorities effectively.
Strong communication skills with advisers, colleagues, and clients.
Proactive, solution-focused mindset with a drive for continuous improvement.
Qualifications & Experience
Level 4 Diploma in Financial Planning (or equivalent).
Previous experience in a paraplanning or technical support role within financial services.
Familiarity with compliance processes and regulatory requirements.
Confident user of financial planning software, CRMs, and Microsoft Office.
This is a fantastic opportunity for a Paraplanner looking to join a professional and supportive environment where your expertise will directly contribute to client outcomes and the ongoing success of the practiceBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Ipswich! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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