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Financial planner
Technical Paraplanner

Technical Paraplanner

enable Recruitment

Posted 4 days ago, valid for 4 days

Colchester, Essex CO4 9YQ, England

Full Time

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Sonic Summary

We are collaborating with a leading financial planning firm in East Anglia that emphasizes a client-centric approach and strong team culture.
The firm seeks a Technical Paraplanner with a minimum of 3 years of paraplanning experience and a Level 4 Diploma (DipPFS/DipFA) or is working towards it.
Key responsibilities include supporting financial advisers with advice formulation, producing reports, conducting technical research, and managing the back office system.
The position offers a competitive salary ranging from £40,000 to £48,000 depending on experience, along with a benefits package that includes life cover and healthcare.
The firm promotes professional development, a positive workplace culture, and offers hybrid working options.

We’re incredibly pleased to collaborate with a leading financial planning firm in East Anglia, known for their client-centric approach and strong team culture. This firm has won multiple industry awards and are growing at an impressive rate, delivering bespoke advice and wealth planning expertise within the region.If you are a Technical Paraplanner who has a passion for delivering a top level service for clients, then we would love to hear from you!What you'll be doing:

Providing support to the financial advisers of the business with advice formulation
Producing suitability reports, illustrations, cashflow modelling reports.
Carrying out technical research of funds and products for the adviser
Updating and managing the back office system

What you need to apply:

3+ Years Paraplanning experience
Level 4 Diploma (DipPFS/DipFA) or working towards is preferable
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalf

What's in it for you?

Competitive salary between £40,000 - £48,000 DOE and benefits package including life cover and healthcare.
Opportunities for professional development and career advancement.
A positive and inclusive workplace culture.
Supportive team environment with regular team-building activities.
Modern office facilities with easy access to Ipswich.
Hybrid working.
And much more!

What next?If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you!Hit apply or contact Dan directly! daniel@enable-recruitment.co

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