Full job descriptionParaplanner
Ipswich | Up to £50,000 depending on experience
Hybrid working
I’m working with a growing financial planning firm looking for a Paraplanner to join its Ipswich team. The firm is open to candidates early in their paraplanning career as well as those with more experience. You’ll work closely with Financial Advisers, build your technical skills across a varied caseload and have good opportunities to progress within the firm.
Key duties
*Write suitability reports and recommendation letters across pensions, investments and protection.
*Support annual client reviews, including valuations, reviewing client objectives and preparing annual suitability assessments.
*Carry out technical research across pensions, investments, protection and estate planning.
*Work with advisers and providers to gather information, prepare for client meetings and follow up on recommendations.
*Keep client files up to date and help improve paraplanning templates and processes.
What we’re looking for
*Experience writing suitability reports or preparing annual reviews.
*Experience in the financial advice industry
*A working knowledge of pensions, ISAs, GIAs and protection products, plus an understanding of ongoing suitability requirements.
*Experience using financial planning software such as Intelligent Office, FE Analytics, Fintegrate or Voyant.
What’s on offer
*Salary up to £50,000, depending on experience.
*Hybrid working with a minimum of two days a week in the Ipswich office, close to the town centre.
*A varied caseload, support from experienced colleagues and opportunities for long-term career progression.
Apply with your CV or get in touch for a confidential chat.