Paraplanner - Financial ServicesIpswich (3 days per week hybrid)Salary: £30000 to £40000 depending one experience and qualification We are looking for a Paraplanner to provide essential technical support within a growing Financial Services team. The ideal candidate will assist with complex cases, ensuring compliance with FCA regulations and internal procedures. Key Responsibilities: Ensure adherence to FCA rules, the Financial Services and Markets Act, and company procedures. Provide administrative support to the Financial Services team, ensuring client deadlines are met. Assist with the preparation of valuation reports, meeting documentation, and financial analysis. Analyse technical data, prepare cashflow reports, and compile Suitability Reports. Maintain and update client records in relevant systems. Communicate effectively with clients and insurers via phone, email, and post. Conduct research and attend client or insurer meetings as needed. Manage compliance-related tasks and escalate issues when necessary. Continuously develop your skills to meet Continuing Professional Development (CPD) requirements. Skills & Experience: Proficient in Microsoft Office (Word, Excel, Outlook) and research tools like FE Analytics. Level 4 Diploma or working towards it is required. Previous experience in a paraplanner or similar technical support role. Strong understanding of pensions, investments, protection, and financial planning. Excellent attention to detail, organisational skills, and the ability to manage multiple priorities. Clear and concise communication skills, both written and verbal. A proactive, flexible approach with a focus on client service. If you are an experienced Paraplanner with a strong technical background and a commitment to professional growth, apply now to join our client’s team.