• Location : Langham , United Kingdom

  • Salary : £35000.00 to £45000.00 per annum

  • Posted : 24-02-2022

  • Position: Full time

Job Description

Are you an experienced paraplanner who would like to achieve your potential with a financial planning firm that cares about its clients, staff and local community?
We are a boutique financial planner based in Colchester, offering award-winning financial planning and wealth management services and endeavouring to make the client experience a positive one.

We are seeking an accomplished paraplanner to work closely with our director, a Certified Financial Planner and Chartered Wealth Manager, advising clients on not just their finances but help them achieve their goals and make them a reality. Whatever stage of your career you are joining us at, you will benefit from being guided and mentored by a well-qualified and experienced director.

We are a refreshing alternative to larger, corporate firms and can offer a varied responsibility and challenge and empower you beyond your job title. Whether you wish to remain working as a career paraplanner or desire to become more client-facing, both are crucial roles in our plans, with plenty of personal development opportunities for you.

This role concentrates on researching, preparing, and implementing financial plans and investment strategies, including cash flow forecasting. You will attend client meetings, act as a key technical resource in our company, work on complex financial planning cases and be a senior and vital member of staff with plenty of opportunities to take an expanding role at a growing firm.

The principal responsibilities centre around research and report writing for investment and pension cases:

  • Preparing recommendations – technical analysis and report writing
  • Implementation – making changes to a client's investment strategy in conjunction with the team.
  • Reviews – investment strategy, asset allocation and risk profiling and lifetime cash flow.
  • Client Servicing – building strong relationships with clients and attending meetings when required.
  • Preparation of client files – ensuring files are up to date with the full support of our administration team.


  • Salary: £35-£45,000
  • 23 days holiday
  • Pension
  • Free parking

Additional Information

This role can be either full time or part-time (minimum 30 hours a week) Because we are a small business working as a close team, this role is intrinsically office based although we can offer a degree of flexibility in the right circumstances. Must be able to drive to the office.

Essential Skills

  • Ideally, two years experience working in a paraplanning role
  • Diploma in Financial Planning or nearing completion
  • Excellent technical understanding of financial services products

Desired Skills

  • Knowledge of technical financial planning tools, e.g. Voyant/Truth, Defaqto Engage, Selectapension, Financial Express Analytics or Assureweb
  • Highly organised, methodical, analytical and disciplined
    Able to convey complex information in an easy-to-understand way
  • Excellent attention to detail
  • A friendly and helpful manner
  • Able to work to strict deadlines and under pressure if needed
  • Excellent interpersonal skills, both written and verbal
  • Able to work as part of a team and connect with all your colleagues
  • Share our values and have a desire to work with us to achieve our company goals

About Company

We are financial planners and independent financial advisers based in Colchester, Essex. We offer a different approach to financial planning and wealth management and focus on more than just our clients' finances. By developing a comprehensive Financial Plan with us, we aim to help them reach their full potential, achieve their goals and help them live the life of their dreams. We use proven strategies to deliver predictable results with minimum risk in managing their investments.

Dan, our financial planner & director, lives and breathes financial planning. He holds qualifications that put him in the top 5% of UK financial advisers. Our clients can rest assured that our team will endeavour to make their experience with us a positive one.

We are independent, directly authorised, and regulated by the Financial Conduct Authority.
Please view our website for more information about our company and philosophy:

We are using an external consultant, Recruitment Rebellion Ltd, to run and organise the response for this advert. Please do not contact us if you are a recruiter.

Candidates, please do not apply directly to us as there is a chance your application will be missed if it does not go through the right channel.

Keywords: paraplanner, financial planning assistant, assistant financial planner, financial advice, financial planning, wealth management, paraplanning, investments, pensions, technical support


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