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
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Paraplanner employer: TIME Appointments Ltd
Join a forward-thinking Claims Management company that prioritises employee growth and development, offering a competitive salary and substantial health benefits. With a strong focus on work-life balance through remote working and regular corporate retreats, this role provides an excellent opportunity for those looking to advance their careers in a supportive and innovative environment.
