Paraplanner – Progression to Financial Adviser, Ingatestone | £40,000 – £55,000 (DOE)
Location: Essex
Job Ref: SN
Salary: £40,000 – £55,000 (DOE)
Work From Home option: Yes
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:
samn@financialdivisions.co.uk