Paraplanner, Ipswich (hybrid working). £35,000-£45,000 plus benefits & discretionary annual bonus. Exciting opportunity within an Independent Financial Adviser firm in Ipswich who are looking for an experienced Paraplanner. They offer independent, holistic advice to a wide range of clients and are very well established in the area. On offer is excellent training, development and progression, including exam support and study leave. Opportunity to progress in to a Trainee Adviser role in the near future. The role: Supporting a Senior Adviser with a large and complex client portfolio. Preparing complex financial reports, suitability letters and recommendations for clients. Conduct in-depth research and analysis on financial products, investments and pensions. Attending client meetings, assisting with preparation of client reviews and meeting notes. Assist in the development of financial strategies based on client needs and goals. Maintaining and updating client records and financial plans. Ensuring regulatory requirements, company and industry best practices are adhered to. To apply: Ideally you will be Level 4 qualified with client facing experience. Proven experience in Paraplanning gained within an IFA. Good knowledge of financial products including investment and pensions. Attention to detail with excellent organisational & planning skills. Detail orientated with strong communication skills. Able to develop and maintain excellent working relationships with internal & external customers. For further information about this and many other great opportunities in Wealth Management, please contact Synchronicity Wealth .