- Erfahrung
- 2+ Jahre
- Gehalt
- 35.000 GBP – 45.000 GBP / Jahr
- Stellenangebote
- 1
- Veröffentlicht
- vor 5 Stunden
- Arbeitsmodus
- Im Büro
- Ausbildung
- Qualifikation der Stufe 4
- Teilnahmeberechtigung
- Erfahrene Finanzplanungsassistenten mit mindestens 2 Jahren Berufserfahrung und einer Qualifikation der Stufe 4 werden gesucht; der Arbeitgeber ist offen für die richtige Person, sofern diese gut zur Unternehmenskultur passt.
- Wieder aufnehmen
- Bewerbung erforderlich
Wo Sie arbeiten werden
Stellenbeschreibung
Role overview
An established financial services business in Colchester is looking to bring in an experienced Paraplanner to support its advisory team. The position is based in Colchester, Essex, and hybrid working is available. This is a permanent opportunity that combines stability, development, and a healthier work-life balance.
The client would ideally like someone who holds a diploma-level qualification and has several years of paraplanning experience, although they are open to the right candidate if the cultural fit is strong.
Role details
- Location: Colchester, Essex
- Job reference: 90735
- Employment type: Permanent
- Salary: £35,000 to £45,000 per year
Responsibilities
- Work alongside financial advisers to build detailed financial plans for clients.
- Carry out research and analysis to help shape appropriate financial recommendations and strategies.
- Compile and update client records accurately, while keeping all work aligned with regulatory and compliance standards.
Requirements
- At least 2 years of experience working as a Paraplanner.
- A Level 4 qualification is required.
- A consistent employment history and evidence of commitment to previous roles are important.
Benefits
- A 36-hour working week spread across 4 or 5 days.
- 25 days of annual leave.
- Employer pension contribution matched up to 7.5%.
- Life assurance worth four times salary.
- Salary sacrifice options.
- A flexible benefits package.
- Health cash plan coverage.
- Access to an office gym and showers.
- Free on-site parking.
- Complimentary tea and coffee at work.
Next steps
Applicants who are a strong match and eager to join a growing team are encouraged to express interest. Suitable candidates will be contacted by a specialist consultant for an in-depth discussion before any CV is shared with the client. During that conversation, the consultant will explore your background, motivations, and any other opportunities that may suit your preferences. A referral reward of £200 is available if a referred candidate is placed successfully.