Paraplanner in Ipswich

Capio Recruitment is looking for an Paraplanner in Ipswich

Job description

Job Title: Paraplanner

Location: Greater Ipswich

Salary: £38,000–£42,000

Benefits: Ideally office-based but can offer hybrid working (1 day), 4-day week considered


About the Company:

This independent firm has built a loyal client base by doing things properly, with no pushy sales culture, no hierarchy for hierarchy’s sake. With a team of seven advisers and a couple of hybrid paraplanner roles, they’ve created a genuinely collaborative, client-focused environment. The team blends deep technical knowledge with an easygoing, people-first culture, perfect for someone who wants to grow their skills in a steady, supportive setting.


Role Summary:

This is a brilliant opportunity for a career Paraplanner, or a senior IFA Administrator looking to step into a more technical role. If you’ve got some exposure to fund research, suitability reports, and are partway through your diploma, this could be your next move. You’ll handle everything pre-sale, working closely with advisers on research, documentation, and suitability, all in a hybrid setup where you’re trusted and valued.


Key Responsibilities:

  • Writing tailored suitability reports: Directly impacts client outcomes and adviser efficiency
  • Undertaking product research and technical analysis: Ensures compliant and insightful advice delivery
  • Preparing illustrations, applications, and quotes: Keeps cases moving with precision and speed
  • Supporting advisers with review packs and servicing: Strengthens long-term client relationships
  • Providing input into process improvements: Adds value as the firm continues to modernise


Requirements:

  • Diploma in Regulated Financial Planning (or working towards, with 2–3 exams completed)
  • Experience in either paraplanning or senior-level IFA admin with report-writing and research exposure
  • Confident with suitability reports, provider platforms, and pre-sale documentation
  • Comfortable working independently in a smaller, tight-knit advisory team

Extra information

Status
Open
Education Level
Secondary School
Location
Ipswich
Type of Contract
Part-time jobs
Published at
09-07-2025
Profession type
Accountancy
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Accountancy jobs | Part-time jobs | Secondary School

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