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- Tasks: Join a dynamic team as a Qualified Paraplanner, supporting clients and conducting detailed financial research.
- Company: A respected independent financial advisory firm in Colchester, known for its client loyalty and technical expertise.
- Benefits: Enjoy hybrid working, full study support, and access to a wellbeing suite with excellent benefits.
- Why this job: This role offers clear career progression to Paraplanner Manager in a supportive, family-oriented culture.
- Qualifications: You need a Level 4 Diploma (or working towards Chartered) and experience in a Paraplanning role.
- Other info: Be part of a high-performing team that values your growth and ambitions.
The predicted salary is between 34000 - 44000 £ per year.
Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Path
Are you a Level 4 Diploma-qualified Paraplanner (or working towards Chartered status) looking to take the next step in your career? A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices in Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Qualified Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager.
Why This Role Stands Out:
- Competitive salary: £40,000 - £52,000 DOE
- Hybrid working: 3 days in the office, 2 from home (post-probation)
- Full study support & structured development programme
- Supportive, family-oriented culture
- Excellent benefits including access to a wellbeing suite
- Clear progression to Adviser or Paraplanner Manager
About the Firm:
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.
Key Responsibilities:
- Attend client meetings and record comprehensive notes
- Draft detailed, compliant suitability reports
- Conduct product and investment research
- Build cashflow models and support complex planning
- Liaise with providers and manage review prep
- Play a key role in ensuring a seamless client journey
About You:
- Level 4 Diploma qualified (or progressing towards Chartered)
- Experience in a Paraplanning or technical role within an IFA
- Strong technical skills and attention to detail
- Exposure to pensions, drawdown, or holistic financial planning is a plus
- Ambitious, with aspirations to step into a management or Adviser role
This is an excellent chance to join a high-performing team in a firm that values your growth as much as your skills.
Interested? Contact Sam Negbenebor at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Progression to Paraplanner Manager, Colchester, £40,000 - £52,000 (DOE)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working as Paraplanners or in management roles. Attend industry events or webinars to make connections and gain insights into what firms like ours value in candidates.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly in areas like pensions and investments. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly evolving field.
✨Tip Number 3
Prepare to discuss your experience in detail during interviews. Be ready to share specific examples of how you've contributed to client meetings, report drafting, or investment research, as these are key responsibilities for the role.
✨Tip Number 4
Showcase your ambition and career goals clearly. Since this role offers a clear pathway to management, express your aspirations to grow within the company and how you plan to contribute to its success.
We think you need these skills to ace Qualified Paraplanner - Progression to Paraplanner Manager, Colchester, £40,000 - £52,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma qualification and any relevant experience in Paraplanning or technical roles. Emphasise your skills in pensions, investments, and financial planning to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to progress into a management role. Mention specific experiences that demonstrate your technical skills and attention to detail, as well as your commitment to client service.
Showcase Relevant Experience: In your application, provide examples of your previous work that relate to the key responsibilities listed in the job description, such as drafting suitability reports or conducting product research. This will help illustrate your capability for the role.
Highlight Your Career Aspirations: Clearly express your career goals in your application. Since this role offers a clear pathway to becoming a Paraplanner Manager, mentioning your aspirations can show the employer that you are a good fit for their growth-oriented culture.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Qualified Paraplanner, it's crucial to demonstrate your understanding of financial products and regulations. Be prepared to discuss your experience with pensions, investments, and holistic financial planning during the interview.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client situations. Think of examples from your past experience where you successfully navigated complex planning or client interactions.
✨Highlight Your Ambition
Since this role has a clear progression path to Paraplanner Manager, express your career aspirations. Discuss how you envision your growth within the company and your desire to take on more responsibilities.
✨Research the Firm's Culture
Understanding the company's family-oriented culture can help you align your answers with their values. Mention how you appreciate a supportive work environment and how you can contribute to maintaining that culture.
