Job details.
Published: about 2048 years ago
A fantastic opportunity has arisen for an experienced Paraplanner to join a well-supported, forward-thinking wealth management firm with a national presence and strong growth trajectory.
Working closely with a team of Financial Planners, you’ll play a key role in delivering high-quality technical support and helping ensure exceptional outcomes for clients. This firm offers the best of both worlds — the backing of a larger group combined with a personal, collaborative office culture.
The Role:
- Provide high-quality paraplanning support including report writing, research, and technical analysis
- Work alongside Financial Planners to deliver compliant, client-centric financial advice
- Help identify planning opportunities and ensure suitability across recommendations
- Option to progress into a client-facing role or specialise further in technical support
Key Details:
- Location: Colchester or Ipswich office
- Hybrid Working: 3 days in-office, 2 days from home
- Salary: £40,000 – £50,000 (depending on experience/qualifications)
- Contract: Full-time, permanent
Candidate Profile:
- Ideally DipPFS qualified, although those working towards this with strong suitability report writing experience will be considered
- Experienced in providing paraplanning support within a regulated financial planning environment
- Detail-oriented, technically strong, and passionate about delivering great client outcomes
- Ambitious professionals looking to progress or career Paraplanners happy in a technical role both welcomed
What’s on Offer:
- Study support and full backing for market exams
- Structured training and development, including paths into client-facing roles
- Competitive benefits package including pension, life cover, wellness programs, and paid volunteering days
- Access to leading financial planning tools and CPD resources
This is a great opportunity for a motivated Paraplanner to join a growing business that genuinely supports career growth and values professional development.
A fantastic opportunity has arisen for an experienced Paraplanner to join a well-supported, forward-thinking wealth management firm with a national presence and strong growth trajectory.
Working closely with a team of Financial Planners, you’ll play a key role in delivering high-quality technical support and helping ensure exceptional outcomes for clients. This firm offers the best of both worlds — the backing of a larger group combined with a personal, collaborative office culture.
The Role:
- Provide high-quality paraplanning support including report writing, research, and technical analysis
- Work alongside Financial Planners to deliver compliant, client-centric financial advice
- Help identify planning opportunities and ensure suitability across recommendations
- Option to progress into a client-facing role or specialise further in technical support
Key Details:
- Location: Colchester or Ipswich office
- Hybrid Working: 3 days in-office, 2 days from home
- Salary: £40,000 – £50,000 (depending on experience/qualifications)
- Contract: Full-time, permanent
Candidate Profile:
- Ideally DipPFS qualified, although those working towards this with strong suitability report writing experience will be considered
- Experienced in providing paraplanning support within a regulated financial planning environment
- Detail-oriented, technically strong, and passionate about delivering great client outcomes
- Ambitious professionals looking to progress or career Paraplanners happy in a technical role both welcomed
What’s on Offer:
- Study support and full backing for market exams
- Structured training and development, including paths into client-facing roles
- Competitive benefits package including pension, life cover, wellness programs, and paid volunteering days
- Access to leading financial planning tools and CPD resources
This is a great opportunity for a motivated Paraplanner to join a growing business that genuinely supports career growth and values professional development.
Sector:
- Financial Planning
