Paraplanner - Progression to Financial Adviser, Ingatestone &;40,000 - &;55,000 (DOE)

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

Are you a Level 4 Diploma-qualified Paraplanner looking to take the next step in your career?

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

Why This Role Stands Out:

• Competitive salary: £40,000 - £55,000 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.