At a Glance
- Tasks: Provide technical support and report-writing for financial advisers.
- Company: Established financial planning business in Colchester.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Ideal for those ready to take on a new challenge in their career.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Proven Paraplanning experience and strong technical knowledge required.
The predicted salary is between 40000 - 55000 £ per year.
We are recruiting on behalf of an established financial planning business in Colchester, seeking to appoint an experienced Technical Paraplanner to join its team. This is a great opportunity for an experienced Paraplanner with experience in an IFA environment who is looking for a new challenge. The successful candidate will provide technical and report-writing support to advisers, helping to ensure clients receive clear, accurate and well-researched financial advice.
What we’re looking for:
- Previous experience as a Paraplanner within an IFA firm is essential
- Strong technical knowledge across financial planning
- Experience preparing suitability reports and supporting advisers
- Excellent attention to detail and a methodical approach
- Good communication and organisational skills
- The ability to manage your own workload and meet deadlines
- Chartered status would be highly desirable
This role is not aimed at candidates looking to move up from an administration position. The business is specifically looking for someone with proven Paraplanning experience who can make an immediate contribution to the team.
Salary: £40,000–£55,000, depending on experience and qualifications. The higher end of the range would be considered for a Chartered candidate.
Technical Paraplanner in Colchester employer: The Coast Partnership Ltd
Join a dynamic and supportive team as a Funding Manager in our specialist lending operation, where your expertise will be valued and your contributions recognised. We offer a collaborative work culture that prioritises employee growth through continuous learning opportunities and mentorship, all while being located in a vibrant area that fosters innovation and creativity. With competitive benefits and a commitment to work-life balance, this role is perfect for those seeking meaningful and rewarding employment in the financial sector.
