About this role
Location: Ipswich (Hybrid)
Salary: Up to £48,000 + Bonus
An exciting opportunity has arisen for a Paraplanner to join a growing and forward-thinking financial planning business in Ipswich.
This is a great opportunity to become part of an established team, working closely with Financial Advisers to deliver high-quality financial planning and support across a varied client base.
The role will involve preparing suitability reports, undertaking technical research, supporting annual client reviews and providing technical assistance throughout the advice process.
The business is keen to speak with experienced Paraplanners but is also open to considering Junior and Trainee Paraplanners looking to take the next step in their career. With genuine opportunities to learn from experienced colleagues, develop technical expertise and progress professionally, this is an excellent environment in which to build a long-term career.
The Opportunity
- Salary up to £48,000, dependent on experience.
- Bonus scheme.
- Hybrid working, with just two days per week required in the Ipswich office.
- Ongoing training and professional development.
- Support towards further industry qualifications.
- A collaborative and supportive team environment.
- Genuine opportunities for long-term career progression.
The Ideal Candidate
- Experience within financial planning or wealth management.
- Exposure to suitability reports, annual reviews or paraplanning duties.
- Working towards or holding relevant financial services qualifications.
- Strong attention to detail and a genuine interest in technical financial planning.
Interested?
Whether you're an established Paraplanner or a Junior / Trainee looking for an opportunity to develop, we'd be keen to hear from you. Get in touch for a confidential discussion.