At a Glance
- Tasks: Collaborate with advisors to create tailored financial plans and conduct in-depth research.
- Company: Established financial services firm offering a supportive and dynamic work environment.
- Benefits: Flexible working hours, 25 days holiday, health cash plan, and free office perks.
- Other info: Enjoy a hybrid work model with excellent career growth opportunities.
- Why this job: Join a team where your expertise makes a real difference in clients' financial futures.
- Qualifications: Minimum 2 years as a Paraplanner and Level 4 qualification required.
The predicted salary is between 41850 - 51150 £ per year.
Paraplanner - Colchester - Up to £45,000
Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team.
Based in Colchester with hybrid working on offer, this role offers a perfect blend of professional growth, stability, and work-life balance.
Whilst the firm are ideally looking for someone diploma qualified and a number of years experience as a paraplanner, they are flexible for the right person and right cultural fit.
Benefits
- 36 hour working week, over 4 or 5 days
- 25 days holiday
- Up to 7.5% matched pension contribution
- Four times salary death in service life cover
- Salary sacrifice
- Flexible benefits offering
- Health cash plan
- Office gym and showers
- Free Parking
- Free teas and coffees at work
Key Responsibilities
- Collaborate with financial advisors to create comprehensive financial plans for clients.
- Conduct research and analysis to support the development of suitable financial strategies.
- Prepare and maintain accurate client files, ensuring compliance with industry regulations.
Requirements
- Minimum of 2 years' experience as a Paraplanner.
- Level 4 qualification is mandatory.
- Proven track record of steady employment and commitment to roles.
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Paraplanner in Great Bentley employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
