Paraplanner

Job DescriptionJob Title: ParaplannerLocation: Greater IpswichSalary: 38,00042,000Benefits: Ideally office-based but can offer hybrid working (1 day), 4-day week consideredAbout the Company:This independent firm has built a loyal client base by doing things properly, with no pushy sales culture, no hierarchy for hierarchys sake. With a team of seven advisers and a couple of hybrid paraplanner roles, theyve created a genuinely collaborative, client-focused environment. The team blends deep technical knowledge with an easygoing, people-first culture, perfect for someone who wants to grow their skills in a steady, supportive setting.Role Summary:This is a brilliant opportunity for a career Paraplanner, or a senior IFA Administrator looking to step into a more technical role. If youve got some exposure to fund research, suitability reports, and are partway through your diploma, this could be your next move. Youll handle everything pre-sale, working closely with advisers on research, documentation, and suitability, all in a hybrid setup where youre trusted and valued.Key Responsibilities:Writing tailored suitability reports: Directly impacts client outcomes and adviser efficiencyUndertaking product research and technical analysis: Ensures compliant and insightful advice deliveryPreparing illustrations, applications, and quotes: Keeps cases moving with precision and speedSupporting advisers with review packs and servicing: Strengthens long-term client relationshipsProviding input into process improvements: Adds value as the firm continues to moderniseRequirements:Diploma in Regulated Financial Planning (or working towards, with 23 exams completed)Experience in either paraplanning or senior-level IFA admin with report-writing and research exposureConfident with suitability reports, provider platforms, and pre-sale documentationComfortable working independently in a smaller, tight-knit advisory team

Created: 2025-07-03