Senior Paraplanner (£60,000)

Parallel Wealth Management; Ipswich; On-site; GBP 35,000 - 48,000; Full time

Job summary

Parallel Wealth Management is seeking a full-time Paraplanner based in Ipswich to support financial planners by gathering client information, preparing suitability reports, and drafting clear financial planning recommendations aligned with client goals.

You will research investments, model scenarios, maintain records, and ensure documentation meets regulatory standards while collaborating closely with advisers and client service teams to deliver simple, actionable planning for clients across

Qualifications

• Strong financial planning knowledge to interpret client information and build holistic plans.
• Solid analytical skills for researching and evaluating investments and products.
• Proficient report writing that is clear, compliant and client-friendly.
• Familiarity with UK financial regulations and regulatory expectations.
• Excellent attention to detail, data accuracy, and deadline management.
• Effective communication and collaboration with advisers and client teams.
• Experience with investments research and scenario modeling.
• Comfort with CRM systems and standard office applications.
• Willingness to learn new tools and processes.
• Commitment to ethical conduct and client-first approach.

Responsibilities

• Gather and analyse client information to support suitability reports.
• Prepare clear financial planning recommendations aligned with client goals.
• Research investments and financial products and model scenarios.
• Maintain accurate records and ensure documentation meets regulatory standards.
• Collaborate with advisers and client service teams to prepare meeting packs.
• Update plans after client reviews and help refine planning processes.

Skills

Financial planning knowledge

Analytical skills

Report writing

UK financial regulations

Attention to detail

Communication & collaboration

Investment research

CRM systems

Office tools

Client-focused approach

Education

Level 4 Diploma in Financial Planning

Tools

CRM systems

Financial planning software

Job description

Company Description

Parallel Wealth Management is a financial planning and wealth management practice that focuses on helping clients make clear, confident decisions about money in service of the life they want. Instead of starting with numbers, the firm begins with each client’s goals, priorities, and definition of a good life, then builds straightforward plans people can understand and use. PWM pays close attention to how clients may feel during market changes and life transitions, designing strategies that support both financial outcomes and emotional resilience. The team works with business owners, families, professionals, and individuals approaching or in retirement who want to turn financial complexity into personal freedom. Parallel Wealth Management Ltd is an Appointed Representative of St. James’s Place Wealth Management Plc, advising solely on the Group’s wealth management products and services.

Role Description

This is a full-time, on-site Paraplanner role based in Ipswich. The Paraplanner will support financial planners by gathering and analysing client information, preparing suitability reports, and drafting clear financial planning recommendations aligned with client goals. Day-to-day responsibilities include researching investments and financial products, modeling scenarios, maintaining accurate records, and ensuring documentation meets regulatory and compliance standards. The role involves collaborating closely with advisers and client service teams, preparing meeting packs, updating plans after client reviews, and helping refine processes to keep advice simple, understandable, and actionable. The Paraplanner will contribute to a client-centred planning approach that considers both financial outcomes and clients’ experiences through changing markets and life events.

Qualifications

• Strong financial planning and finance knowledge, with the ability to interpret client information and support the creation of holistic financial plans.
• Solid analytical skills and experience in researching and evaluating investments and other financial products.
• Proficiency in report writing, including producing clear, compliant, and client-friendly suitability reports and supporting documentation.
• Relevant professional qualifications (e.g., Level 4 Diploma in Financial Planning or equivalent) and familiarity with UK financial regulations.
• Excellent attention to detail, data accuracy, and organisational skills, with the ability to manage multiple cases and deadlines.
• Effective communication and collaboration skills for working with advisers, internal teams, and occasionally directly with clients.
• Comfort with financial planning software, CRM systems, and standard office applications; willingness to learn new tools and processes.
• Commitment to ethical conduct, client confidentiality, and a client-first approach that values clarity, simplicity, and long-term relationships.