Job Title: Paraplanner
Location: Feering, Colchester, Essex
Salary: £35,000+ per annum DOE (No Fixed Upper Limit)
Job Type: Full-time, Permanent
Working Pattern: Hybrid | Office Based During Probation, Minimum 2 Office Days Thereafter
About the Opportunity Recruit UK is recruiting on behalf of an established Chartered Financial Planning firm in Essex, seeking a Paraplanner to join its growing team.
This is an excellent opportunity for a motivated Paraplanner looking to develop their technical expertise, work towards Chartered status and build a long-term career within a supportive financial planning environment.
The firm welcomes applications from experienced Paraplanners as well as individuals with relevant financial planning experience who can demonstrate strong technical knowledge and the ability to learn quickly.
Offering a competitive salary with no fixed upper limit, hybrid working, exam sponsorship and excellent professional development opportunities, this is an attractive opportunity for someone looking to take the next step in their career.
Key Responsibilities - Prepare suitability reports covering pensions, investments and financial planning recommendations.
- Conduct whole-of-market research using FE Analytics, O&M Pension Profiler and Assureweb.
- Support Financial Advisers with technical research and client recommendations.
- Complete client file reviews and ensure regulatory compliance.
- Assist with investment platform transactions, fund switches and client documentation.
- Maintain accurate client records using CRM systems.
- Liaise with Financial Advisers, administrators and clients to ensure a smooth advice process.
- Ensure all recommendations meet FCA regulations and Consumer Duty requirements.
Requirements - Previous experience in paraplanning or a relevant financial planning support position.
- Good understanding of pensions, investments and financial planning products.
- Experience preparing suitability reports and conducting product research.
- Familiarity with financial planning research tools and CRM systems.
- Strong analytical skills and excellent attention to detail.
- Good communication and organisational skills.
- Working towards Chartered status or committed to further professional development.
- A proactive attitude and the ability to learn quickly.
Applications are welcomed from experienced Paraplanners and candidates who can demonstrate strong technical ability and the potential to develop within the role.
Salary & Benefits - Salary: £35,000+ DOE, with no fixed upper limit.
- Hybrid working: Office based during probation, with a minimum of 2 days per week in the office thereafter.
- Annual leave: 25 days, increasing by 1 day each year.
- Death in Service: Life insurance protection.
- Group Income Protection: Financial protection in the event of long-term illness.
- Salary sacrifice scheme.
- Exam sponsorship: Financial support towards professional qualifications.
- Chartered development: Support for candidates working towards Chartered Financial Planner status.
- Career progression: Opportunities to develop technical expertise within an established Chartered Financial Planning firm.
Apply Now If you're a Paraplanner looking for a new opportunity with a supportive firm offering excellent professional development, hybrid working and a competitive salary, we'd love to hear from you.
Apply today or contact Recruit UK for a confidential discussion.