At a Glance
- Tasks: Support advisers by conducting research and preparing financial plans in a collaborative environment.
- Company: Values-led wealth planning group focused on improving lives through financial advice.
- Benefits: Salary up to £55,000, 25 days holiday, remote work options, and study support.
- Other info: Dynamic pod structure with dedicated admin support and excellent career progression.
- Why this job: Join a purpose-driven team and make a real impact in the community.
- Qualifications: Strong paraplanning experience and ambition for Chartered status.
The predicted salary is between 40000 - 55000 £ per year.
Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation)
Salary: From £40,000 and up to £55,000 (depending on experience)
This is a firm with purpose, heart and ambition—and paraplanners are truly valued as technical experts.
The role:
- You’ll join the dedicated Support Hub and work in a pod-style structure, supporting up to two advisers.
- You’ll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work.
What’s on offer:
- Salary up to £55,000 (DOE)
- 25 days holiday + option to buy 5 more
- 2 days WFH after probation
- 1 paid community involvement day per year
- Free on-site parking
- Pod structure with dedicated admin support
- Full study and progression support (including Chartered)
- Values-led culture with real purpose and community impact
About the company:
We’re working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people’s lives. Their culture is built on values of authenticity, warmheartedness and integrity—they care deeply about doing the right thing for both clients and their team. This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners, offering holistic, personalised advice. They also make a real impact beyond financial planning by actively supporting local and national causes, raising significant funds for community projects, financial education initiatives, and local nature and environmental programmes.
Key responsibilities:
- Write high-quality, independent suitability reports
- Conduct whole-of-market product and fund research
- Undertake complex client analysis, including CGT assessments and IHT evaluations
- Support advisers in designing and delivering financial plans
- Prepare and structure annual reviews
- Interpret legislation and ensure compliance
What this role requires:
- Strong paraplanning experience with a solid understanding of the advice process
- Diploma qualified (or equivalent)
- Ambition to achieve Chartered status (fully supported)
- Excellent attention to detail and analytical ability
- Proactive team player who enjoys collaboration
If this role and company align with what you are looking for, please apply!
Paraplanner - Hybrid working options and route to Adviser in Essex employer: Cranleigh Personnel
This modern, values-led wealth planning group in Colchester offers a supportive and collaborative work environment where paraplanners are valued as technical experts. With hybrid working options, generous holiday allowances, and a strong commitment to employee growth through study support, the company fosters a culture of authenticity and community impact, making it an excellent employer for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid working options and route to Adviser in Essex
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on a paraplanner role or can refer you directly.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios specific to paraplanning. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio of your best work, including suitability reports and complex client analyses. This will help you stand out and demonstrate your technical expertise during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our values-led culture.
We think you need these skills to ace Paraplanner - Hybrid working options and route to Adviser in Essex
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight your paraplanning experience, attention to detail, and any relevant qualifications like your Diploma. We want to see how you fit into our values-led culture!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our mission. Be authentic and let your personality come through—remember, we value warmheartedness and integrity.
Showcase Your Analytical Skills:Since the role involves complex client analysis, make sure to mention specific examples of your analytical work in your application. Whether it's CGT assessments or IHT evaluations, we want to know how you've tackled similar challenges in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the advice process. Be ready to discuss your experience with suitability reports, client analysis, and compliance. This shows you’re not just a fit for the role but also passionate about what you do.
✨Show Your Team Spirit
Since this role involves working in a pod structure, highlight your collaborative skills. Share examples of how you've successfully worked with advisers or other team members in the past. This will demonstrate that you can thrive in their values-led culture.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s mission and community involvement. This not only shows your interest in their values but also gives you a chance to see if their culture aligns with your own ambitions and ethics.
✨Be Ready to Discuss Progression
Since they offer full study and progression support, express your ambition to achieve Chartered status. Talk about your career goals and how you see yourself growing within the company. This will show that you’re serious about your professional development.
