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