Paraplanner

Paraplanner – Financial Services
Ipswich (3 days per week hybrid
Salary: £30000 to £40000 depending one experience and qualification

We are looking for a Paraplanner to provide essential technical support within a growing Financial Services team. The ideal candidate will assist with complex cases, ensuring compliance with FCA regulations and internal procedures.

Key Responsibilities:

• Ensure adherence to FCA rules, the Financial Services and Markets Act, and company procedures.
• Provide administrative support to the Financial Services team, ensuring client deadlines are met.
• Assist with the preparation of valuation reports, meeting documentation, and financial analysis.
• Analyse technical data, prepare cashflow reports, and compile Suitability Reports.
• Maintain and update client records in relevant systems.
• Communicate effectively with clients and insurers via phone, email, and post.
• Conduct research and attend client or insurer meetings as needed.
• Manage compliance-related tasks and escalate issues when necessary.
• Continuously develop your skills to meet Continuing Professional Development (CPD) requirements.

Skills & Experience:

• Proficient in Microsoft Office (Word, Excel, Outlook) and research tools like FE Analytics.
• Level 4 Diploma or working towards it is required.
• Previous experience in a paraplanner or similar technical support role.
• Strong understanding of pensions, investments, protection, and financial planning.
• Excellent attention to detail, organisational skills, and the ability to manage multiple priorities.
• Clear and concise communication skills, both written and verbal.
• A proactive, flexible approach with a focus on client service.

If you are an experienced Paraplanner with a strong technical background and a commitment to professional growth, apply now to join our client’s team.