Qualified Paraplanner - Progression to Paraplanner Manager, Colchester, £40,000 - £52,000 (DOE) - Financial Divisions : Job Details

Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Path

Are you a Level 4 Diploma-qualified Paraplanner (or working towards Chartered status) looking to take the next step in your career?

A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices in Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Qualified Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager.

Why This Role Stands Out:

• Competitive salary: £40,000 - £52,000 DOE
• Hybrid working: 3 days in the office, 2 from home (post-probation)
• Full study support & structured development programme
• Supportive, family-oriented culture
• Excellent benefits including access to a wellbeing suite
• Clear progression to Adviser or Paraplanner Manager

About the Firm:

This well-established IFA offers advice across Pensions, Investments, Retirement Planning, IHT, Tax, Trusts, Mortgages, and Protection. With a strong local reputation in Edgware and St Albans, they’ve grown steadily over the past 15 years and are known for nurturing long-term client and staff relationships.

Key Responsibilities:

• Attend client meetings and record comprehensive notes
• Draft detailed, compliant suitability reports
• Conduct product and investment research
• Build cashflow models and support complex planning
• Liaise with providers and manage review prep
• Play a key role in ensuring a seamless client journey

About You:

• Level 4 Diploma qualified (or progressing towards Chartered)
• Experience in a Paraplanning or technical role within an IFA
• Strong technical skills and attention to detail
• Exposure to pensions, drawdown, or holistic financial planning is a plus
• Ambitious, with aspirations to step into a management or Adviser role

This is an excellent chance to join a high-performing team in a firm that values your growth as much as your skills.

Interested?Contact Sam Negbenebor at Financial Divisions.