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Paraplanner

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Location

Colchester

Salary £35000 - £45000
TypePermanent
WorkplaceHybrid
Ref88159

Recruiter Managing This Role

Paraplanner – Colchester – Up to £45,000

Our well-established financial services firm is seeking an experienced Paraplanner to join our dynamic team. Based in Ipswich with hybrid working on offer, this role offers a perfect blend of professional growth, stability, and work-life balance.

Benefits:

  • 36 hour working week, over 4 or 5 days
  • 25 days holiday
  • Up to 7.5% matched pension contribution
  • Four times salary death in service life cover
  • Salary sacrifice
  • Flexible benefits offering
  • Health cash plan
  • Office gym and showers
  • Free Parking
  • Free teas and coffees at work

Key Responsibilities:

  • Collaborate with financial advisors to create comprehensive financial plans for clients.
  • Conduct research and analysis to support the development of suitable financial strategies.
  • Prepare and maintain accurate client files, ensuring compliance with industry regulations.

Requirements:

  • Minimum of 2 years’ experience as a Paraplanner.
  • Level 4 qualification is mandatory.
  • Proven track record of steady employment and commitment to roles.

What next?

If you are a dedicated and experienced Paraplanner looking to join a thriving team, we want to hear from you!

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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Application For Paraplanner