Office-Based, Up to £55,000 + Discretionary Bonus
A highly progressive, technology-driven Independent Financial Advisory firm based in Essex is seeking an experienced Technical Paraplanner to join its growing team.
With approximately £250 million AUM, an average client portfolio of £1m-£1.3m, and a strong focus on data, efficiency, and process, this is an ideal role for a detail-driven paraplanner who thrives in an adviser-led, professional environment.
The Role
You will support 2 advisers, working across a sophisticated client bank of high-value clients. This role is focused on delivering high-quality technical output and maintaining impeccable data standards.
Key responsibilities include:
* Producing high-quality suitability reports, technical calculations, and client documentation
* Supporting advisers with pre- and post-advice work across investments, pensions, and planning strategies
* Maintaining accurate and up-to-date client records, registers, and data
* Ensuring operational excellence and adherence to internal processes
* Working closely with advisers in a fast-paced, office-based environment
* Leveraging technology to improve efficiency, workflow, and outcomes
The Ideal Candidate
This role will suit a paraplanner who:
* Produces exceptional technical work and professional client letters
* Is highly detail-oriented, diligent, and reliable
* Is operationally strong and comfortable managing large volumes of client data
* Is confident working in a tech-led, adviser-driven firm
* Is process-focused and enjoys improving systems and efficiency
While Chartered status is not essential, strong technical competence is expected. Real-world ability, efficiency, and professionalism are prioritised over formal qualifications alone.
For a confidential conversation, please contact Sam at Financial Divisions.
#J-18808-Ljbffr