Technical Administrator / Junior Paraplanner - Braintree (near Colchester) - £27,000 - £32,000 (DOE)

Hybrid up to 2 days/week after probation

We're looking for a Technical Administrator or Junior Paraplanner to join a friendly, fast-paced wealth management firm near Colchester. You'll support Advisers with technical tasks, suitability reports, and financial planning solutions-primarily in investments and pensions.

SJP experience is highly desirable, and we're especially keen to speak with candidates from within the SJP network.

Responsibilities:

• Prepare CFRs, advice sets, and suitability reports
• Build financial planning solutions (new money, drawdown, etc.)
• Perform technical calculations (carry forward, IHT, CGT - preferred)
• Manage LOAs, ensure complete client files, liaise with advisers
• Support with workflow management and external paraplanning cases

Requirements:

• 2+ years' experience with SJP
• Paraplanning or technical admin experience in wealth management
• Level 4 Diploma (or working towards it)
• Comfortable with annuity illustrations & ceding checks
• Strong attention to detail, numeracy, and organisation
• Familiarity with tools like Analytics/Voyant (preferred)