Trainee Paraplanner

TN United Kingdom; Ipswich; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A leading company in East Anglia is seeking a Trainee Paraplanner to support a director in Ipswich. The role involves paraplanning, research, and client cashflow reporting, along with PA and office management tasks. This hybrid position offers a competitive salary and a range of benefits, including private medical insurance and a pension scheme.

Benefits

5% Enrolment pension

Group income protection

Group life cover

Private Medical Insurance (PMI)

24 days holiday plus bank holidays

Flexible working

Wellness programme

Cycle to Work scheme

Qualifications

• Experience in IFA administration duties.
• Paraplanning/technical support experience.

Responsibilities

• Provide technical support to a director based in Ipswich.
• Prepare client cashflow reports.
• Conduct research and analysis.

Skills

Client Servicing

Research

Analysis

Education

Level 4 Diploma

Job description

Location: Ipswich

Salary: £30,000 - £37,500

Type: Permanent

Workplace: Hybrid

Reference: Ref88103

About the Role

Our partner, with a strong presence in East Anglia (offices in Norwich and Ipswich), is looking for a Trainee Paraplanner to provide technical support to a director based in Ipswich. Responsibilities include paraplanning, research, analysis, preparing client cashflow reports, as well as some PA and office management duties.

Requirements

• Previous experience working within an IFA
• Paraplanning/technical support experience
• Experience in client servicing/IFA administration duties
• Level 4 Diploma qualified or working towards it

What We Offer

• 5% Enrolment pension
• Group income protection
• Group life cover
• Private Medical Insurance (PMI)
• 24 days holiday plus bank holidays (increasing after 1, 2, 5, 10 years of service)
• Flexible working with some days from home
• Wellness programme and Cycle to Work scheme