Paraplanner - Progression to Financial Adviser, Near Basildon | £40,000-£55,000 DOE

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.

Why this role stands out

• £40,000–£55,000 salary, depending on experience and qualifications
• Hybrid working – 3 days in the office and 2 days from home following probation
• Full study support towards further professional qualifications
• Clear career progression towards Financial Adviser or Paraplanner Manager
• Structured training and development
• Supportive, family-oriented working culture
• Opportunity to attend client meetings and develop client-facing experience
• Excellent benefits package
• Access to a wellbeing suite
• Join an established and growing IFA with a strong local reputation

About the Firm

This well-established IFA provides comprehensive financial planning advice across:

• Pensions & Retirement Planning
• Investments
• Wealth Management
• Inheritance Tax Planning
• Tax & Trusts
• Mortgages
• Protection

The business has built a strong reputation for providing high-quality, personalised financial advice and developing long-term relationships with its clients.

Key Responsibilities

As a Paraplanner, you will play an important role in supporting advisers and delivering a first-class client experience, including:

• Attending client meetings and producing comprehensive meeting notes
• Preparing detailed and compliant suitability reports
• Conducting product, pension and investment research
• Preparing cashflow models and supporting complex financial planning
• Preparing client review documentation
• Liaising with providers and third parties
• Supporting advisers with technical research and recommendations
• Ensuring all client work is accurate, compliant and delivered within agreed timescales
• Developing your technical and client-facing skills with a view to progressing into an Adviser role

About You

We are looking for someone who:

• Is Level 4 Diploma qualified, or working towards Level 4
• Has previous experience within an IFA / financial planning environment
• Has strong technical Paraplanning experience
• Has excellent attention to detail and report-writing skills
• Has experience across pensions, investments and holistic financial planning
• Is confident communicating with advisers, providers and clients
• Is commercially aware and highly organised
• Is ambitious and keen to develop their career
• Would welcome the opportunity to progress towards becoming a Financial Adviser or Paraplanner Manager

The Opportunity

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.

Interested?

Contact Sam Negbenebor at Financial Divisions for a confidential conversation.