Paraplanner / Adimistrator
other jobs Ortus PSR
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- England,East of England,Suffolk,Ipswich
- Full Time, Permanent
- £30,000 - £45,000 per annum
Job Description:
We are recruiting on behalf of a highly respected, truly independent financial planning firm based in Ipswich. Known for delivering quality, bespoke advice to a select and affluent client base, the firm boasts an average client AUM of £330k and typical client assets exceeding £1.5m. With an imminent acquisition taking total AUM to £115m and client numbers to 350, this is a rare opportunity to join a growing and stable team.
You’ll be working in a close-knit environment alongside two owner-directors, an experienced Financial Planner, and a high-end Paraplanner/Business Manager – all committed to integrity, independence, and high standards.
Responsibilities This role suits someone with financial admin experience or early-stage paraplanning exposure who wants to grow at their own pace. Responsibilities include:
* Supporting advisers with new business processing and general administration
* Drafting initial suitability reports and preparing client documentation
* Maintaining accurate records in line with FCA regulations
* Liaising with clients and providers to manage workflow efficiently
* Contributing to a collaborative team culture – stepping in where needed to keep things running smoothly
* Opportunity to develop into full paraplanning and beyond if desired
Requirements We welcome applicants from a variety of backgrounds, but key qualities include:
* Experience in IFA support, financial services administration, or junior paraplanning
* Attention to detail, discretion, and a proactive approach to problem-solving
* Strong organisational skills and willingness to take initiative
* Familiarity with platforms such as Intelligent Office or FE Analytics (preferred)
* Progress towards CII qualifications (advantageous but not essential)
* A team-oriented mindset – the firm values autonomy but thrives on mutual support
Benefits * Salary: £30,000 – £45,000 DOE
* Location: Ipswich | Free parking and easy access
* Work Type: Full-time | Hybrid | Flexible hours
* Culture: Quietly high-performing, low on hierarchy, high on trust
* Career Development: Stay within admin/paraplanning or progress toward seniority – up to and including equity participation for the right person
You’ll be working in a close-knit environment alongside two owner-directors, an experienced Financial Planner, and a high-end Paraplanner/Business Manager – all committed to integrity, independence, and high standards.
Responsibilities This role suits someone with financial admin experience or early-stage paraplanning exposure who wants to grow at their own pace. Responsibilities include:
* Supporting advisers with new business processing and general administration
* Drafting initial suitability reports and preparing client documentation
* Maintaining accurate records in line with FCA regulations
* Liaising with clients and providers to manage workflow efficiently
* Contributing to a collaborative team culture – stepping in where needed to keep things running smoothly
* Opportunity to develop into full paraplanning and beyond if desired
Requirements We welcome applicants from a variety of backgrounds, but key qualities include:
* Experience in IFA support, financial services administration, or junior paraplanning
* Attention to detail, discretion, and a proactive approach to problem-solving
* Strong organisational skills and willingness to take initiative
* Familiarity with platforms such as Intelligent Office or FE Analytics (preferred)
* Progress towards CII qualifications (advantageous but not essential)
* A team-oriented mindset – the firm values autonomy but thrives on mutual support
Benefits * Salary: £30,000 – £45,000 DOE
* Location: Ipswich | Free parking and easy access
* Work Type: Full-time | Hybrid | Flexible hours
* Culture: Quietly high-performing, low on hierarchy, high on trust
* Career Development: Stay within admin/paraplanning or progress toward seniority – up to and including equity participation for the right person
Job number 3076964
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