Junior Paraplanner

Opus People Solutions Ltd; Ipswich; On-site; GBP 20,000 - 28,000; Full time

Benefits offered by this job

Private Medical

Generous pension 8%

Discounted rates

Qualifications funded

Yearly bonus

& More

Job summary

Opus People Solutions Ltd is seeking a diligent Junior Paraplanner to join the financial services team in Ipswich. This entry-level role offers an excellent opportunity to develop skills in financial planning, supporting senior advisers with report writing, analysis, and client documentation.

The successful candidate will gain experience from a leading firm with strong benefits, a solid culture, and a structured onboarding path.

Qualifications

• Experience in IFA administration preferred.
• RO qualifications in progress is desirable.
• Strong communication and organisational skills are essential.

Responsibilities

• Assist in preparing financial reports and client documentation.
• Analyze client financial data and maintain records.
• Support senior paraplanners and advisers with admin tasks and client correspondence.
• Maintain records using Word, Excel and Outlook.
• Organise client files and ensure policy/compliance adherence.
• Assist in preparing meeting agendas and follow-up docs.
• Provide excellent customer service to clients.

Skills

Attention to detail

Organisational skills

Communication skills

Education

RO qualifications in progress

CII/Diploma qualifications (advantage)

Tools

Microsoft Office

Job description

This fantastic opportunity is an opportunity to secure a junior paraplanner position, where you can learn and gain fantastic new skills in a leading firm. This firm offer a strong benefits package, one of the strongest locally, and a great culture.

On offer:

• Private Medical
• Generous pension of 8%
• Discounted rates
• Qualifications funded
• Yearly bonus
• & More

We are seeking a diligent and detail-oriented Junior Paraplanner to join our clients financial services team. This entry-level role offers an excellent opportunity to develop your skills within the financial planning sector, supporting senior advisers with report writing, analysis, and client documentation. The successful candidate will possess strong organisational and communication skills, with a keen interest in financial planning and have come from a previous IFA background, within an administration function.

Responsibilities

• Assist in preparing comprehensive financial reports and documentation for clients
• Conduct analysis of client financial data
• Support senior paraplanners and advisers with administrative tasks and client correspondence
• Maintain accurate records using Microsoft Office applications, including Word, Excel, and Outlook
• Organise client files and ensure compliance with company policies and procedures
• Contribute to the preparation of meeting agendas and follow-up documentation
• Provide excellent customer service by responding to client queries professionally and promptly
• Support the team in maintaining organisational efficiency through effective time management and administrative skills

Experience

• Previous administrative experience in an IFA administration position is essential, we also welcome individuals who are currently in paraplanning
• Ideally someone who has started RO qualifications
• Familiarity with report writing and analysis skills is advantageous but not essential
• Strong communication skills, both written and verbal, are essential
• Organisational skills with the ability to manage multiple tasks effectively
• Any CII/Diploma qualifications will strengthen your application but are not essential