Paraplanner - Hybrid working options - Cranleigh Personnel : Job Details

Location: Colchester / East Anglia (Hybrid: 2 days WFH after probation)

Salary: From £40,000 and up to £60,000 (depending on experience)

About the company

We’re working with a modern, values-led wealth planning group founded in 2019 with one clear mission: to deliver next-generation financial planning that genuinely improves people’s lives.

Their culture is built on values of authenticity, warmheartedness and integrity—they care deeply about doing the right thing for both clients and their team.

This regional hub supports 2,000 clients through a team of 14 highly qualified Independent Financial Planners, offering holistic, personalised advice.

They also make a real impact beyond financial planning by actively supporting local and national causes, raising significant funds for:

• Community projects
• Financial education initiatives
• Local nature and environmental programmes

This is a firm with purpose, heart and ambition—and paraplanners are truly valued as technical experts.

The role

You’ll join the dedicated Support Hub and work in a pod-style structure, supporting up to two advisers.

You’ll be fully embedded in the advice process and have full administrative support from a dedicated IFA Administrator, allowing you to focus on technical and analytical work.

What’s on offer

• Salary from £40,000 (DOE)
• 25 days holiday + option to buy 5 more
• 2 days WFH after probation
• 1 paid community involvement day per year
• Free on-site parking
• Pod structure with up to 2 advisers
• Dedicated admin support
• Full study and progression support (including Chartered)
• Values-led culture with real purpose and community impact

Key responsibilities

• Write high-quality, independent suitability reports
• Conduct whole-of-market product and fund research
• Undertake complex client analysis, including:
• CGT assessments
• IHT evaluations
• Support advisers in designing and delivering financial plans
• Prepare and structure annual reviews
• Interpret legislation and ensure compliance

What this role requires

• Strong paraplanning experience with a solid understanding of the advice process
• Diploma qualified (or equivalent)
• Ambition to achieve Chartered status (fully supported)
• Excellent attention to detail and analytical ability
• Proactive team player who enjoys collaboration

If this role and company align with what you are looking for, please apply!

Job Type: Full-time

Benefits:

• Additional leave
• Financial planning services
• On-site parking
• Work from home

Work Location: In person