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
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