Paraplanner

Ipswich / East Anglia

£40,000 – £50,000

Hybrid working (2 days WFH after probation)

Client Overview

This is a modern, values-led wealth planning group established in 2019, supporting over 2,000 clients through a team of 14 Independent Financial Planners.

Paraplanning sits within a dedicated Support Hub, operating in a pod structure designed to give technical professionals clarity, focus and proper support.

This role would suit an experienced Paraplanner, Diploma qualified, who wants to be recognised as a technical specialist within a growing and purpose-driven firm.

Role Details

• Supporting up to two advisers within a structured pod, alongside a dedicated IFA Administrator.
• Producing high-quality suitability reports and undertaking detailed whole-of-market product and fund research.
• Carrying out complex client analysis including CGT assessments and IHT evaluations.
• Structuring and preparing annual reviews for an established client base.
• Interpreting legislation and ensuring technical accuracy and compliance across recommendations.
• Suitable for an experienced Paraplanner, Diploma qualified, with strong analytical skills and a solid understanding of the end-to-end advice process.

Benefits / Details

• £40,000 – £55,000 salary depending on experience.
• Hybrid working: 2 days from home after probation.
• 25 days holiday plus the option to buy an additional 5 days.
• Full study and progression support, including Chartered status.
• Established and growing wealth planning firm with genuine community impact and long-term ambition