Paraplanner

TIME Appointments Ltd; Essex; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid / flexible working options

Friendly, professional team

Excellent training and development

Support with professional exams and资格

Clear career progression opportunities

Free parking

Job summary

TIME Appointments Ltd on behalf of a respected financial services firm seeks an experienced Paraplanner to join a professional and supportive team.

You will prepare high-quality suitability reports, conduct research on pensions, investments and platforms, produce cashflow models, and support advisers with complex cases ensuring FCA compliance.

Hybrid/flexible working is offered with modern Ipswich offices, free parking, and clear career progression opportunities.

Qualifications

• Experience as a paraplanner within financial services.
• Proficient in pensions, investments, protection and retirement planning.
• Excellent report writing and communication skills.
• Strong attention to detail and analytical ability.
• Organised with ability to manage multiple workloads.

Responsibilities

• Prepare high quality suitability reports and letters.
• Conduct product, fund, platform, and provider research.
• Produce cashflow models and planning illustrations.
• Support advisers with complex case analysis.
• Prepare client review packs and annual reviews.
• Process new business applications and submissions.
• Liaise with providers, platforms, and clients.
• Ensure FCA compliance and internal procedures.
• Maintain CRM and back-office records.
• Assist with audits and file checks.

Skills

Paraplanner experience

Financial services knowledge

Pensions and investments knowledge

Report writing

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CRM software

Cashflow modelling tools

Financial planning software

Job description

We are delighted to be recruiting on behalf of a highly respected and growing financial services firm , who are seeking an experienced Paraplanner to join their professional and supportive team. This is an excellent opportunity for a skilled paraplanner looking to join a forward-thinking business that values development quality of service, and long‑term career progression.

As a Paraplanner, you will provide comprehensive technical and administrative support to Financial Advisers, helping to deliver a high‑quality, compliant, and client‑focused financial planning service. You will play a key role in preparing detailed suitability reports, conducting research, and ensuring that all advice provided meets regulatory requirements and internal standards.

Key Responsibilities:

• Preparing high‑quality suitability reports and recommendation letters
• Conducting detailed product, fund, platform, and provider research
• Producing cashflow models and financial planning illustrations
• Supporting advisers with complex case analysis and technical queries
• Preparing client review packs and annual review documentation
• Processing new business applications and ensuring accurate submission
• Liaising with product providers, platforms, and clients where required
• Ensuring compliance with FCA regulations and internal procedures
• Maintaining accurate records and updating CRM / back‑office systems
• Assisting with audit preparation and file checks

The Ideal Candidate:

• Previous experience in a Paraplanner role within financial services
• Strong technical knowledge across pensions, investments, protection, and retirement planning
• Level 4 Diploma in Regulated Financial Planning (or working towards) preferred
• Excellent written communication and report‑writing skills
• High level of attention to detail and strong analytical ability
• Strong organisational skills and ability to manage workloads effectively
• Confident communicator with a professional and client‑focused approach
• Proactive, reliable, and highly motivated

What's On Offer

• Competitive salary package
• Hybrid / flexible working options
• Friendly, professional, and supportive team environment
• Excellent training and development opportunities
• Support with professional exams and qualifications
• Clear career progression opportunities
• Modern offices based in Ipswich
• Free parking
• Pension scheme and generous holiday allowance