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- Tasks: Support advisers by producing reports and conducting detailed client analysis.
- Company: Modern wealth planning group with a strong community focus.
- Benefits: Competitive salary, hybrid working, generous holiday, and study support.
- Why this job: Join a purpose-driven firm and become a recognised technical specialist.
- Qualifications: Diploma qualified Paraplanner with strong analytical skills.
- Other info: Dynamic environment with excellent career progression opportunities.
The predicted salary is between 40000 - 55000 £ per year.
This is a modern, values-led wealth planning group established in 2019, supporting over 2,000 clients through a team of 14 Independent Financial Planners. Paraplanning sits within a dedicated Support Hub, operating in a pod structure designed to give technical professionals clarity, focus and proper support.
This role would suit an experienced Paraplanner, Diploma qualified, who wants to be recognised as a technical specialist within a growing and purpose-driven firm.
Role Details:- Supporting up to two advisers within a structured pod, alongside a dedicated IFA Administrator.
- Producing high-quality suitability reports and undertaking detailed whole-of-market product and fund research.
- Carrying out complex client analysis including CGT assessments and IHT evaluations.
- Structuring and preparing annual reviews for an established client base.
- Interpreting legislation and ensuring technical accuracy and compliance across recommendations.
Suitable for an experienced Paraplanner, Diploma qualified, with strong analytical skills and a solid understanding of the end-to-end advice process.
Benefits / Details:- £40,000 - £55,000 salary depending on experience.
- Hybrid working: 2 days from home after probation.
- 25 days holiday plus the option to buy an additional 5 days.
- Full study and progression support, including Chartered status.
- Established and growing wealth planning firm with genuine community impact and long-term ambition.
Paraplanner - 2 days from home in Ipswich employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 2 days from home in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who know about paraplanning. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of the end-to-end advice process. We want you to shine when discussing suitability reports and client analysis!
✨Tip Number 3
Showcase your analytical skills! Bring examples of your past work to interviews, especially any complex client analyses or CGT assessments you've done. This will help us see your expertise in action.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Paraplanner - 2 days from home in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your Diploma qualifications and any relevant paraplanning experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how your analytical skills can contribute to our team. Keep it concise but impactful!
Showcase Your Technical Skills: Since we’re looking for someone with strong analytical skills, don’t forget to mention your experience with suitability reports, client analysis, and compliance. We want to see how you can bring value to our Support Hub!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity in our growing firm!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Understand the end-to-end advice process, and be ready to discuss complex client analysis, CGT assessments, and IHT evaluations. This will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your analytical skills and experience in producing high-quality suitability reports. Think about challenges you've faced and how you overcame them, as this will demonstrate your problem-solving abilities and readiness for the role.
✨Understand the Company Culture
Research the wealth planning group’s values and mission. Since they are a modern, purpose-driven firm, align your answers with their community impact goals. Showing that you resonate with their values can set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the pod structure, the support you'll receive, or how they measure success in the paraplanning role. This not only shows your interest but also helps you gauge if the company is the right fit for you.