BILLERICAY
Paraplanner
Salary: Circa £50,000 (negotiable depending on experience and qualifications)
Location: Billericay, Essex (Office-based or hybrid options may be discussed)
Job Type: Full-time, Permanent
Are you an experienced Paraplanner looking to join a supportive and forward-thinking financial planning firm? A well-established IFA practice in Billericay, Essex is seeking a technically strong Paraplanner to support their growing team.
The Role:
As a Paraplanner, you’ll work closely with Financial Advisers to deliver high-quality, compliant financial planning solutions. You’ll be responsible for:
- Preparing suitability reports and conducting in-depth product and fund research
- Supporting advisers with technical analysis and client meeting preparation
- Support Advisers within client meetings
- Using Intelligent Office (IO) to maintain accurate client records and workflows
- Collaborating with the wider team to ensure a seamless client experience
About You:
- Proven experience in a Paraplanning role within an IFA environment
- Strong working knowledge of Intelligent Office (IO) is essential
- Level 4 Diploma qualified (or working towards it)
- Detail-oriented, proactive, and confident in a client-focused setting
- Comfortable working independently and as part of a team
What’s on Offer:
- Competitive salary circa £50,000 (flexible for the right candidate)
- Supportive and collaborative working environment
- Opportunities for further qualifications and career development
- Standard benefits package
If you’re a dedicated Paraplanner looking to take the next step in your career with a firm that values quality advice and client relationships, we’d love to hear from you.