Parallel Wealth Management
Paraplanner
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Company Description
Parallel Wealth Management is a financial planning and wealth management practice that focuses on helping clients make clear, confident decisions about money in service of the life they want. Instead of starting with numbers, the firm begins with each client’s goals, priorities, and definition of a good life, then builds straightforward plans people can understand and use. PWM pays close attention to how clients may feel during market changes and life transitions, designing strategies that support both financial outcomes and emotional resilience. The team works with business owners, families, professionals, and individuals approaching or in retirement who want to turn financial complexity into personal freedom. Parallel Wealth Management Ltd is an Appointed Representative of St. James’s Place Wealth Management Plc, advising solely on the Group’s wealth management products and services.
Role Description
This is a full-time, on-site Paraplanner role based in Ipswich. The Paraplanner will support financial planners by gathering and analysing client information, preparing suitability reports, and drafting clear financial planning recommendations aligned with client goals. Day-to-day responsibilities include:
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- Researching investments and financial products
- Modeling scenarios
- Maintaining accurate records
- Ensuring documentation meets regulatory and compliance standards
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The role involves collaborating closely with advisers and client service teams, preparing meeting packs, updating plans after client reviews, and helping refine processes to keep advice simple, understandable, and actionable. The Paraplanner will contribute to a client-centred planning approach that considers both financial outcomes and clients’ experiences through changing markets and life events.
Qualifications
- Strong financial planning and finance knowledge, with the ability to interpret client information and support the creation of holistic financial plans.
- Solid analytical skills and experience in researching and evaluating investments and other financial products.
- Proficiency in report writing, including producing clear, compliant, and client-friendly suitability reports and supporting documentation.
- Relevant professional qualifications (e.g., Level 4 Diploma in Financial Planning or equivalent) and familiarity with UK financial regulations.
- Excellent attention to detail, data accuracy, and organisational skills, with the ability to manage multiple cases and deadlines.
- Effective communication and collaboration skills for working with advisers, internal teams, and occasionally directly with clients.
- Comfort with financial planning software, CRM systems, and standard office applications; willingness to learn new tools and processes.
- Commitment to ethical conduct, client confidentiality, and a client-first approach that values clarity, simplicity, and long-term relationships.
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