Paraplanner

Are you a meticulous and dedicated paraplanner looking for a new challenge in a supportive and dynamic environment? We have the perfect opportunity for you!

We are working with a forward-thinking financial services firm based in Colchester, renowned for their client-centric approach and commitment to excellence. As they continue to grow, they are seeking an experienced Paraplanner to join the team and support their financial advisers in delivering top-notch financial planning services.

• Provide comprehensive paraplanning support, including research and analysis of financial products.
• Prepare detailed financial reports and recommendations.
• Assist in the development and maintenance of financial plans for clients.
• Ensure all documentation complies with regulatory requirements.
• Collaborate closely with financial advisers to ensure a seamless client experience.

• Proven experience as a paraplanner or in a similar financial planning support role.
• Relevant qualifications (e.g., Diploma in Financial Planning) or working towards them.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work effectively both independently and as part of a team.

• Workplace Pension: Secure your future with our workplace pension scheme.
• Hybrid Working: Enjoy the flexibility of hybrid working arrangements.
• Exam Support: Receive support for your professional development and exams.
• On-site Parking: Convenient and free parking available on-site.
• Discretionary Bonus: Attractive discretionary bonus based on performance.

This is a fantastic opportunity to advance your career in a supportive and progressive environment. They offer a range of benefits designed to promote professional growth and well-being. You'll have the chance to work with a dynamic team committed to providing exceptional financial advice and service to clients.

If you are a motivated Paraplanner ready to take the next step in your career, we would love to hear from you.