Paraplanner

We are delighted to be recruiting on behalf of a highly respected and growing financial services firm , 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