Paraplanner

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