Qualified Paraplanner – Progression to Paraplanner Manager
Colchester | £40,000 – £60,000 (DOE)
Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Path
Are you a Level 4 Diploma-qualified Paraplanner (or working towards Chartered status) looking to take the next step in your career?
A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Junior Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager .
Why This Role Stands Out:
Competitive salary: £40,000 – £60,000 DOE
Hybrid working : 3 days in the office, 2 from home (post-probation)
Full study support & structured development programme
Supportive, family-oriented culture
Excellent benefits including access to a wellbeing suite
Clear progression to Adviser or Paraplanner Manager
About the Firm:
This well-established IFA offers advice across Pensions, Investments, Retirement Planning, IHT, Tax, Trusts, Mortgages, and Protection. With a strong local reputation in Edgware and St Albans, they’ve grown steadily over the past 15 years and are known for nurturing long-term client and staff relationships.
Key Responsibilities:
Attend client meetings and record comprehensive notes
Draft detailed, compliant suitability reports
Conduct product and investment research
Build cashflow models and support complex planning
Liaise with providers and manage review prep
Play a key role in ensuring a seamless client journey
About You:
Level 4 Diploma qualified (or progressing towards Chartered)
Experience in a Paraplanning or technical role within an IFA
Strong technical skills and attention to detail
Exposure to pensions, drawdown, or holistic financial planning is a plus
Ambitious, with aspirations to step into a management or Adviser role
This is an excellent chance to join a high-performing team in a firm that values your growth as much as your skills.
**Nice list of benefits including study towards chartered status, Bonus, DIS, generous holidays, pension
Please contact Sam Negbenebor samn@financialdivisions.co.uk to register your interest
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