Senior Paraplanner: Complex Cases & Ipswich Wealth Planning

Artemis Recruitment Consultants Ltd; Ipswich; On-site; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

Artemis Recruitment Consultants Ltd is seeking an experienced Senior Paraplanner in Ipswich to support Financial Planners and Wealth Managers with complex cases.

You will gather client information, research investments, prepare detailed suitability reports, and deliver compliant recommendations while maintaining client confidentiality and high professional standards.

The role emphasises accuracy, regulatory compliance, and the ability to interpret complex data to guide client decisions.

Qualifications

• Significant paraplanning experience in IFA/wealth management environments.
• Strong technical knowledge of financial planning and wealth management.
• Ability to interpret complex information and communicate clearly.

Responsibilities

• Provide senior technical and paraplanning support to Financial Planners.
• Manage and support complex financial planning cases.
• Gather, analyse and interpret detailed client information.
• Research investments, pensions and other financial products.
• Prepare accurate, compliant suitability reports and recommendations.
• Draft detailed financial planning recommendations aligned with client objectives.
• Prepare meeting packs and supporting documentation.
• Model different financial planning scenarios and outcomes.
• Update financial plans following client reviews and changes in circumstances.
• Maintain accurate client records and CRM information.
• Ensure documentation meets regulatory and compliance requirements.
• Work closely with Financial Advisers and client service teams.
• Provide technical input and support throughout the advice process.
• Manage multiple cases and deadlines effectively.
• Identify and contribute to improvements in processes and systems.
• Ensure financial advice is presented clearly and in a client-friendly manner.
• Maintain high standards of confidentiality, accuracy and professional conduct.

Skills

Senior Paraplanner

Paraplanning experience

UK financial services knowledge

Education

Level 4 Diploma in Financial Planning

Tools

Financial planning software

CRM systems

Microsoft Office

Job description

Artemis Recruitment Consultants Ltd is seeking an experienced Senior Paraplanner in Ipswich to support Financial Planners and Wealth Managers with complex cases.

You will gather client information, research investments, prepare detailed suitability reports, and deliver compliant recommendations while maintaining client confidentiality and high professional standards.

The role emphasises accuracy, regulatory compliance, and the ability to interpret complex data to guide client decisions.