Parallel Wealth Management is seeking a full-time Paraplanner based in Ipswich to support financial planners by gathering client information, preparing suitability reports, and drafting clear financial planning recommendations aligned with client goals.
You will research investments, model scenarios, maintain records, and ensure documentation meets regulatory standards while collaborating closely with advisers and client service teams to deliver simple, actionable planning for clients across
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Senior Paraplanner - Client-Focused Financial Planning in Ipswich employer: Parallel Wealth Management
At Parallel Wealth Management, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative culture. As an Executive Assistant & Business Partner to the Founder & CEO, you will enjoy a varied and rewarding role with genuine responsibility, working closely with leadership to drive the company's ambitious growth. With competitive salaries, a company pension, and opportunities for personal and professional development, PWM is the perfect place for those who thrive in dynamic environments and seek to make a meaningful impact.
Contact Details:
Parallel Wealth Management Recruitment Team
