Paraplanner & Admin Specialist – Financial Planning

Blakemore Recruitment; Ipswich; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Ipswich is seeking an Administrator / Paraplanner to provide essential support to Financial Advisers. The successful candidate will ensure high-quality service, manage compliance, and handle applications. You should have at least two years of relevant experience, strong communication skills, and be comfortable in a proactive role. Knowledge of Iress and a passion for financial planning are desired. This position offers a supportive environment for continued professional development.

Qualifications

• At least 2 years of IFA support experience, including back office systems.
• Ability to compile suitability letters and maintain compliance.
• Strong understanding of financial products and market trends.

Responsibilities

• Provide support to Financial Advisers in a professional manner.
• Process applications and manage communications with clients and providers.
• Keep client files compliant with FCA regulations.

Skills

Written communication

Oral communication

Initiative

Research skills

Prioritization

Education

4 GCSEs including English & Maths at grade C or above

Partial completion of CII level 4 Diploma modules

Tools

Iress

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

A financial services firm in Ipswich is seeking an Administrator / Paraplanner to provide essential support to Financial Advisers. The successful candidate will ensure high-quality service, manage compliance, and handle applications. You should have at least two years of relevant experience, strong communication skills, and be comfortable in a proactive role. Knowledge of Iress and a passion for financial planning are desired. This position offers a supportive environment for continued professional development.