Job Description Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Progression Are you an experienced Level 4-qualified Paraplanner looking to take the next step in your financial planning career? A fantastic opportunity has arisen with a highly regarded Independent Financial Advice firm based in the Ingatestone / Basildon area. With an excellent reputation, loyal client base and strong focus on technical excellence, the business is looking to appoint an ambitious Paraplanner to join its growing team. This role offers a clear pathway towards becoming a Financial Adviser, while also providing the opportunity to progress into a Paraplanner Manager position for the right individual. 40,000–£55,000 salary, depending on experience and qualifications ~ Hybrid working – 3 days in the office and 2 days from home following probation ~ Clear career progression towards Financial Adviser or Paraplanner Manager ~ Structured training and development ~ Supportive, family-oriented working culture ~ Excellent benefits package ~ Access to a wellbeing suite ~ Join an established and growing IFA with a strong local reputation This well-established IFA provides comprehensive financial planning advice across: Pensions & Retirement Planning Investments Wealth Management Inheritance Tax Planning Tax & Trusts Mortgages The business has built a strong reputation for providing high-quality, personalised financial advice and developing long-term relationships with its clients. As a Paraplanner, you will play an important role in supporting advisers and delivering a first-class client experience, including: Conducting product, pension and investment research Preparing cashflow models and supporting complex financial planning Has previous experience within an IFA / financial planning environment Has excellent attention to detail and report-writing skills Has experience across pensions, investments and holistic financial planning Would welcome the opportunity to progress towards becoming a Financial Adviser or Paraplanner Manager This is much more than a traditional Paraplanner position. The successful candidate will receive genuine investment in their professional development, with full study support and a structured route towards their long-term career ambitions. If you're looking for a role where your experience is valued, your development is supported and there is a genuine opportunity to progress into Financial Advice, this could be an excellent next move. Contact Sam Negbenebor at Financial Divisions for a confidential conversation.
Locations
Paraplanner / Financial Planner in Basildon, Essex employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
