Paraplanner

a
Paraplanner

Bury St. Edmunds

Post Date, 29/10/2025

Salary: 38000-50000 per annum

Permanent

An outstanding new role has arisen for an experienced Paraplanner to join a respected IFA in the heart of Suffolk. This is a superb IFA Paraplanner opportunity within one of the most friendly and long established HNW practices we have dealt with in over 20 years.

Key Responsibilities:

  • Dealing with Wealthy private clients portfolio's.
  • Attend client meetings and record comprehensive notes
  • Draft detailed, compliant suitability reports
  • Conduct product and investment research
  • Build cashflow models and support complex planning
  • Liaise with providers and manage review prep
  • Play a key role in ensuring a seamless client journey

About You:

  • Level 4 Diploma qualified (or progressing towards Chartered)
  • Experience in a Paraplanning role within an IFA
  • Strong technical skills and attention to detail

The role is offered on a full time basis with salary c £37-£45k

Job Responsibility
Contract Details
  • Contract Type: Permanent
  • Salary Type: per annum
  • Total Applications: 0
  • Last Date: 10/12/2025
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