Financial Planner/Paraplanner

Are you an ambitious Financial Planner or Paraplanner, ready to take on a broader, more influential role within a growing wealth management firm?

Our client, a highly regarded and forward-thinking Wealth Management and Financial Planning business based in Suffolk, is expanding and looking to add a proactive, self-driven individual to their team. This is an excellent opportunity for someone who thrives in a dynamic environment and wants to play a key part in shaping the future of a business that’s growing fast and embracing innovation.

About the firm

This is a modern, client-focused wealth management practice known for delivering tailored financial planning and investment solutions. The firm has built an exceptional reputation for integrity, personal service, and forward thinking.

As the business continues to scale, they’re seeking a motivated professional who enjoys variety, autonomy, and the opportunity to make a tangible impact.

The role

This is a broad, hands-on position where you’ll work closely with senior planners and leadership to support and deliver holistic financial planning to a growing client base. Key responsibilities include:

• Developing and reviewing financial plans and recommendations
• Supporting client meetings and preparing high-quality advice documentation
• Managing and nurturing client relationships
• Conducting research and preparing investment and pension analyses
• Helping improve internal processes and contributing to the firm’s continued growth and innovation

As the firm expands, there will be significant scope to evolve your responsibilities and grow your profile — whether towards full financial planning, senior paraplanning, or management responsibilities.

About you

You’ll likely be:

• DipPFS (or equivalent) qualified, or working towards completion
• Experienced in financial planning, paraplanning, or adviser support
• Highly organised, proactive, and comfortable working independently
• Client-focused, with excellent communication and relationship skills
• Looking for a more visible, influential role within an ambitious firm

This role is ideal for someone who doesn’t need hand-holding and who thrives in an environment where ideas are encouraged and initiative is rewarded.

Location and flexibility

The role is based in Suffolk, with a hybrid working model. You’ll need to be within a reasonable distance to attend the office a couple of times per week, but you’ll enjoy plenty of flexibility and trust in how you manage your time and workload.

What’s on offer

• Competitive salary and benefits package
• Genuine career development and progression opportunities
• A chance to make a real impact in a growing, innovative firm
• Supportive, collaborative, and forward-thinking culture

If you’re ready to take the next step in your financial planning or paraplanning career — one that offers more responsibility, autonomy, and growth — we’d love to hear from you.