Paraplanner - Colchester
GBP50,000 Benefits
Our client, a highly respected and growing IFA practice based in Colchester, is currently seeking an experienced Paraplanner to join their team. This is an excellent opportunity for an ambitious individual to take the next step in their career within a professional and supportive environment.
The Role
* Providing high-quality technical support to Advisers.
* Preparing suitability reports and detailed financial planning recommendations.
* Undertaking research and analysis across pensions, investments, protection, and tax planning.
* Ensuring all work is compliant and delivered to the highest standard.
* Working closely with Advisers and administrators to deliver an exceptional client service.
The Candidate
* Level 4 Diploma qualified in Financial Planning (or working towards).
* Previous Paraplanning experience within an IFA/Wealth Management environment is essential.
* Strong technical knowledge across pensions, investments, and tax planning.
* Excellent written and verbal communication skills.
* Highly organised with strong attention to detail.
The Package
* Basic salary of GBP50,000 per annum.
* Full support for professional development and progression towards Chartered status.
* Attractive benefits package.
* Opportunity to join a forward-thinking and expanding practice.
This is a fantastic opportunity for a Paraplanner looking to develop their career with a well-established and growing firm.
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