SENIOR PARAPLANNER - IPSWICH

We are delighted to be representing an excellent opportunity for an experienced Senior Paraplanner to join a professional Financial Planning and Wealth Management team in Ipswich.

This is a senior technical role supporting Financial Planners with complex and varied client cases. You will play an important part in the delivery of high-quality, tailored financial advice, providing detailed research, analysis and technical support throughout the advice process.

The role would suit an experienced Paraplanner who enjoys working on technically detailed cases, producing high-quality suitability reports and working closely with Advisers to deliver excellent client outcomes.

Key Responsibilities

• Provide senior technical and Paraplanning support to Financial Planners
• Manage and support complex financial planning cases
• Gather, analyse and interpret detailed client information
• Research investments, pensions and other financial products
• Prepare high-quality and compliant suitability reports
• Draft detailed financial planning recommendations
• Prepare meeting packs and supporting documentation
• Model financial planning scenarios and outcomes
• Update financial plans following client reviews
• Provide technical input throughout the advice process
• Maintain accurate client records and CRM information
• Ensure all documentation meets regulatory and compliance standards
• Work closely with Financial Advisers and client service teams
• Manage multiple cases and competing deadlines

About You

We are looking for an experienced Senior Paraplanner or highly experienced Paraplanner with a strong technical background within IFA, Financial Planning or Wealth Management, including extensive Paraplanning experience, strong technical knowledge of financial planning and wealth management, experience supporting Advisers with complex cases, and proven experience preparing suitability and technical reports.

Qualifications

Level 4 Diploma in Financial Planning or equivalent. Additional financial planning qualifications would be advantageous. Good understanding of UK financial services and regulatory requirements.

What's on Offer

• £60,000 salary
• Bonus
• Benefits package
• Hybrid working - 3 days in the office and 2 days from home
• Senior-level technical position
• Varied and interesting client portfolio
• Professional and collaborative working environment
• Ongoing training and professional development
• Excellent opportunity for career progression

If you are an experienced Senior Paraplanner looking for a new opportunity in Ipswich with the flexibility of hybrid working, we would love to hear from you. Apply today with your CV to find out more.