Paraplanner: Research, Reports & Client-Focused Planning

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

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.