Paraplanner - 2 days from home
other jobs Cranleigh Personnel
Added before 1 Days
- England,East of England,Suffolk,Ipswich
- Full Time, Permanent
- £40,000 - £55,000 per annum
Job Description:
Paraplanner
Ipswich / East Anglia
£40,000 – £55,000
Hybrid working (2 days WFH after probation)
Client Overview
This is a modern, values-led wealth planning group established in 2019, supporting over 2,000 clients through a team of 14 Independent Financial Planners.
Paraplanning sits within a dedicated Support Hub, operating in a pod structure designed to give technical professionals clarity, focus and proper support.
This role would suit an experienced Paraplanner, Diploma qualified, who wants to be recognised as a technical specialist within a growing and purpose-driven firm.
Role Details
*Supporting up to two advisers within a structured pod, alongside a dedicated IFA Administrator.
*Producing high-quality suitability reports and undertaking detailed whole-of-market product and fund research.
*Carrying out complex client analysis including CGT assessments and IHT evaluations.
*Structuring and preparing annual reviews for an established client base.
*Interpreting legislation and ensuring technical accuracy and compliance across recommendations.
*Suitable for an experienced Paraplanner, Diploma qualified, with strong analytical skills and a solid understanding of the end-to-end advice process.
Benefits / Details
*£40,000 – £55,000 salary depending on experience.
*Hybrid working: 2 days from home after probation.
*25 days holiday plus the option to buy an additional 5 days.
*Full study and progression support, including Chartered status.
*Established and growing wealth planning firm with genuine community impact and long-term ambition
Ipswich / East Anglia
£40,000 – £55,000
Hybrid working (2 days WFH after probation)
Client Overview
This is a modern, values-led wealth planning group established in 2019, supporting over 2,000 clients through a team of 14 Independent Financial Planners.
Paraplanning sits within a dedicated Support Hub, operating in a pod structure designed to give technical professionals clarity, focus and proper support.
This role would suit an experienced Paraplanner, Diploma qualified, who wants to be recognised as a technical specialist within a growing and purpose-driven firm.
Role Details
*Supporting up to two advisers within a structured pod, alongside a dedicated IFA Administrator.
*Producing high-quality suitability reports and undertaking detailed whole-of-market product and fund research.
*Carrying out complex client analysis including CGT assessments and IHT evaluations.
*Structuring and preparing annual reviews for an established client base.
*Interpreting legislation and ensuring technical accuracy and compliance across recommendations.
*Suitable for an experienced Paraplanner, Diploma qualified, with strong analytical skills and a solid understanding of the end-to-end advice process.
Benefits / Details
*£40,000 – £55,000 salary depending on experience.
*Hybrid working: 2 days from home after probation.
*25 days holiday plus the option to buy an additional 5 days.
*Full study and progression support, including Chartered status.
*Established and growing wealth planning firm with genuine community impact and long-term ambition
Job number 3475217
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metapel
Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...