Paraplanner - Hybrid working options

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