Senior Paraplanner - Client-Focused Financial Planning

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

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