Administrator/Paraplanner - Ipswich

TN United Kingdom; Ipswich; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking an Administrator/Paraplanner to join their financial planning team in Ipswich. This role involves providing essential support to financial advisers, ensuring compliance with FCA standards, and managing client information effectively. The ideal candidate will have experience in suitability letter writing and a strong understanding of financial planning processes. If you are proactive, detail-oriented, and looking to grow your career in a supportive environment, this opportunity is perfect for you.

Qualifications

• 4 GCSEs including English and Maths at grade C or above.
• Partial completion of CII level 4 Diploma modules.

Responsibilities

• Provide high-quality financial planning support to advisers.
• Process applications and communicate with clients and providers.

Skills

Financial Planning

Suitability Letter Writing

Communication Skills

Compliance Knowledge

Time Management

Education

GCSEs including English and Maths

CII Level 4 Diploma in Financial Planning

Tools

Iress Adviser Office

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

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Client:

Blakemore Recruitment

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6595d70546db

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

We are currently recruiting for a Financial Planning practice based in Ipswich that are looking to recruit an Administrator/Paraplanner. A large part of this job will be compiling suitability letters, so they are looking for someone with relevant experience and ideally diploma qualified or almost qualified.

Summary of Role

• To provide high-quality financial planning support to Financial Advisers as part of an administrative team, in accordance with FCA standards and our Chartered Code of Ethics, representing the company professionally with honesty and integrity at all times.

Administration

• Collate and manage information and facts for client meetings.
• Process applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors.
• Ensure post-sale requirements are processed, meeting deadlines for both individual and corporate clients.
• Use computer systems including Iress Adviser Office, Microsoft Word, Excel, Outlook, and internet resources.

Compliance

• Assist in ensuring all client files and company records comply with FCA regulations.
• Adhere to the rules within the compliance manual.
• Follow the 6 core principles of FCA’s TCF and CII’s Code of Ethics.

Technical

• Stay updated on legislation, taxation, trusts, regulation, technical, product, and provider changes.
• Develop thorough knowledge of all product types the company deals with.
• Compile recommendation/suitability letters using templates and provider information.
• Conduct holistic paraplanning research on investments, pensions, protection, and mortgages.
• Research portfolios and market trends.
• Participate in client meetings when required.
• Provide technical support to team members.

Training & Development

• Continue private study to obtain the CII level 4 Diploma in Financial Planning.
• Pass internal training and tests on Data Protection, Complaints, Anti-bribery, and Money Laundering.
• Engage in ongoing technical training and complete annual CPD as per requirements.

Pre-requisites & Experience

• At least 4 GCSEs including English and Maths at grade C or above (or equivalent).
• Partial completion of the CII level 4 Diploma modules.
• Ideally, at least 2 years of IFA support experience, including use of back-office systems like Iress or Intelliflo.
• Strong written and oral communication skills.
• Ability to prioritize workload.
• Preferably, at least 2 years of experience in suitability letter writing.
• Ability to work independently, using initiative and paraplanning skills.