Paraplanner - Progression to Financial Adviser, Ingatestone  and;40,000 - and;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 and 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 ..... full job details .....