Ipswich
Admin / Paraplanning Support – Independent IFA
We are offering an opportunity for someone who wants to build a career in financial planning and gain hands-on experience in a genuinely independent advice firm. You will play an important role supporting advisers and handling the early stages of paraplanning. This is an excellent route into a paraplanner position, or a stable role for someone who prefers to remain in admin.
What you will be doing
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Preparing client reports, documents and meeting packs
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Gathering data and liaising with product providers
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Updating CRM systems and maintaining accurate client records
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Completing the first stages of suitability reports
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Supporting advisers and ensuring client work progresses smoothly
What we are looking for
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Strong attention to detail and accuracy
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Confident written communication
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Organised, reliable and able to follow processes
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Interest in financial planning and developing new skills
What we offer
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Flexible working
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Free parking
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Life cover
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Supportive, experienced leadership team
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A culture focused on delivering high-quality advice rather than sales targets
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Clear progression path into a full paraplanner role, or the option to remain in admin if that suits you better
This is a focused, fair and professional workplace. You will work directly with decision makers and see how true independent financial advice is delivered.
To apply, please send your CV along with a short introduction.