Senior Paraplanner

Senior Paraplanner Location: Ipswich, Suffolk Salary: £60,000 + Bonus and Benefits Job Type: Full-time, Permanent Working Pattern: Office-based About the Role An excellent opportunity has arisen for an experienced Senior Paraplanner to join a professional Financial Planning and Wealth Management team based in Ipswich. The successful candidate will provide high-quality technical support to Financial Planners, taking responsibility for complex financial planning cases and helping to deliver clear, tailored and compliant advice to clients. You will be involved in gathering and analysing client information, researching financial products and investments, preparing detailed suitability reports and recommendations, and supporting Advisers throughout the financial planning process. This is a varied senior-level role within a client-focused environment, offering the opportunity to work closely with Financial Advisers and contribute to the development and improvement of financial planning processes. Key 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 high-quality, accurate and compliant suitability reports Draft detailed financial planning recommendations aligned with client objectives Prepare meeting packs and supporting documentation Model different financial ..... full job details .....