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Permanent

Paraplanner - 2 days from home

Ipswich
money-bag 40000.00-40000.00 Annual
3085439849
Posted Yesterday

ParaplannerIpswich / East Anglia£40,000 - £55,000Hybrid working (2 days WFH after probation)Client OverviewThis 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 DetailsSupporting 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 ..... full job details .....

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