About

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 firmThis 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 roleThis 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 recommendationsSupporting client meetings and preparing high-quality advice documentationManaging and nurturing client relationshipsConducting research and preparing investment and pension analysesHelping improve internal processes and contributing to the firm’s continued growth and innovationAs 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 youYou’ll likely be:DipPFS (or equivalent) qualified, or working towards completionExperienced in f