Job Description
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 in Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Qualified Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager.
Why This Role Stands Out:
* Competitive salary: £40,000 - £52,000 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.
Interested?Contact Sam Negbenebor at Financial Divisions.