We are working on behalf of a well-established and reputable firm of Independent Financial Advisers in Ipswich who are seeking an experienced Paraplanner to join their growing team and support their Financial Advisers in delivering comprehensive financial solutions. Our client will consider applicants on a remote basis, where they just need to join the office for a face-to-face meeting once a month. Skills and Experience Previous paraplanning experience within an IFA or wealth management setting Minimum Level 4 Diploma PFS (or equivalent) Proficient with major research tools (e.g., Analytics, Voyant) Experience working within the pension transfer market Knowledge of administering IHT and/or investment products Up-to-date understanding of relevant regulations and legislation Ability to research, analyse, and interpret financial data Strong organisational skills and the ability to manage multiple tasks Effective communication skills, both written and verbal Key Responsibilities: Provide high-level technical paraplanning support to the Practice Work closely with Advisers to achieve client objectives, identifying effective financial planning opportunities and sourcing suitable solutions that meet clients needs and expectations Develop financial planning strategies (investment, retirement, tax, and estate planning) supported by detailed computer models and reports Prepare financial reports, suitability letters, and client recommendations Conduct research and analysis on finan