Paraplanner

Ipswich Full-Time 35000 £ / year No home office possible

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

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.

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

xiskglj * 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

Paraplanner employer: Time Appointments

Join a prestigious Financial Services company in Ipswich, where you will be part of a supportive and dynamic team dedicated to delivering exceptional client service. With a focus on professional development, the company offers competitive salaries and opportunities for further qualifications, ensuring that you can grow your expertise in the financial sector while working in a collaborative and client-focused environment.