Job Description Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Path Are you a Level 4 Diploma-qualified Paraplanner looking to take the next step in your career? A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Junior Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager. Competitive salary: £Hybrid working: 3 days in the office, 2 from home (post-probation) Clear progression to Adviser or Paraplanner Manager 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. Conduct product and investment research Build cashflow models and support complex planning Experience in a Paraplanning or technical role within an IFA Exposure to pensions, drawdown, or holistic financial planning is a plus Contact Sam Negbenebor at Financial Divisions.
Locations
Paraplanner/Financial Planning Assistant in Essex, Ingatestone 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.
