Paraplanner

We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding. Skills & Experience Required: CII DipPFS qualified or equivalent as a minimum At least 12months industry experience in a paraplanning role involving report writing Client focussed to ensure client satisfaction and retention Experience of providing excellent customer service to high-net-worth clients Previous experience using First software or Intelliflo would be advantageous Key Duties & Responsibilities: Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner Drafting suitability reports Ensuring correct completion of all necessary documents Ensuring product research is kept up to date Dealing with pension queries Maintaining and updating client records and financial plans in the CRM system Ensuring all work complies with regulatory requirements and industry best practices Communicating with clients and providers, ensuring timely responses to queries

Location: Ipswich, Suffolk, GB

Posted Date: 8/6/2025