Paraplanner
📍 Ashford or Colchester
💼 Hybrid working
💰 £35,000 – £42,000 (depending on experience)
Are you a Level 4 qualified Paraplanner looking to join a supportive and forward-thinking firm?
We’re working with a highly respected, independent wealth management business seeking an experienced Paraplanner to support a team of Financial Planners across either their Ashford or Colchester office.
🔍 What You’ll Do:
- Provide high-quality technical paraplanning support, including research, suitability reports, and cashflow planning
- Collaborate with Financial Planners to deliver exceptional client service
- Analyse client information and help formulate bespoke advice strategies
- Liaise with clients and providers to obtain accurate financial data
- Ensure compliance with FCA standards and internal policies
✅ What You’ll Need:
-
Level 4 Diploma in Regulated Financial Planning (or equivalent)
- At least 2 years of paraplanning experience within a financial planning firm
- Strong technical knowledge across pensions, investments, tax and protection
- Excellent written and verbal communication skills
- A proactive and detail-oriented approach
🎁 What’s on Offer:
- Competitive salary of £35,000 – £42,000
- Flexible hybrid working model
- Support for further study & professional development
- A friendly, collaborative culture that values your contribution
- Modern, professional offices and tech-led processes
Ready to take your Paraplanning career to the next level? Apply now or get in touch for a confidential conversation.