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Paraplanner
Colchester, ENG
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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.


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