Location
Colchester
Salary £35000 - £45000 TypePermanent WorkplaceHybrid Ref88159
Recruiter Managing This Role
Paraplanner Colchester Up to £45,000
Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Ipswich with hybrid working on offer, this role offers a perfect blend of professional growth, stability, and work-life balance.
Benefits:
1. 36 hour working week, over 4 or 5 days
2. 25 days holiday
3. Up to 7.5% matched pension contribution
4. Four times salary death in service life cover
5. Salary sacrifice
6. Flexible benefits offering
7. Health cash plan
8. Office gym and showers
9. Free Parking
10. Free teas and coffees at work
Key Responsibilities:
11. Collaborate with financial advisors to create comprehensive financial plans for clients.
12. Conduct research and analysis to support the development of suitable financial strategies.
13. Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements:
14. Minimum of 2 years experience as a Paraplanner.
15. Level 4 qualification is mandatory.
16. Proven track record of steady employment and commitment to roles.