Job Description
Location: Billericay / East Anglia (Hybrid: 2 days WFH after probation)
Salary: From £40,000 and up to £60,000 (depending on experience)
About the company
We’re working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people’s lives.
Their culture is built on values of authenticity, warmheartedness and integrity—they care deeply about doing the right thing for both clients and their team.
This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners, offering holistic, personalised advice.
They also make a real impact beyond financial planning by actively supporting local and national causes, raising significant funds for:
* Community projects
* Financial education initiatives
* Local nature and environmental programmes
This is a firm with purpose, heart and ambition—and paraplanners are truly valued as technical experts.
The role
Based in their Billericay office - one of their smaller high street location hubs, currenely with two Advisers, a Paraplanner and two Client Service Administrators/Financial Planning Administrators.
You’ll be fully embedded in the advice process and have full administrative support from the dedicated IFA Administrators, allowing you to focus on technical and analytical work.
What’s on offer
* Salary from £40,000 and up to £60,000 (DOE)
* 25 days holiday + option to buy 5 more
* 2 days WFH after probation
* 1 paid community involvement day per year
* Pod structure with 2 advisers
* Dedicated admin support
* Full study and progression support (including Chartered)
* Values-led culture with real purpose and community impact
Key responsibilities
* Write high-quality, independent suitability reports
* Conduct whole-of-market product and fund research
* Undertake complex client analysis, including:
* CGT assessments
* IHT evaluations
* Support advisers in designing and delivering financial plans
* Prepare and structure annual reviews
* Interpret legislation and ensure compliance
What this role requires
* Strong paraplanning experience with a solid understanding of the advice process
* Diploma qualified (or equivalent)
* Ambition to achieve Chartered status (fully supported)
* Excellent attention to detail and analytical ability
* Proactive team player who enjoys collaboration
If this role and company align with what you are looking for, please apply