Technical Paraplanner

Title: Technical Paraplanner
Hours: Full time
Location: Colchester
Salary: Competitive

We have an exciting opportunity within the Financial Planning Department of our Colchester office. 

The role:

Candidates will be supporting a Consultant in our Colchester office, preparing letters and technical reports.  You will research products and funds to enable suitable providers to be selected for inclusion in a recommended investment strategy. You will also review and comment on the suitability of existing pension, investment and protection arrangements.

Candidates must have:
  • Candidates will need to be able to make an immediate contribution in supporting the Consultant in achieving objectives and delivering a high quality service to clients.
  • Candidates will also be able to demonstrate a breadth of understanding industry including pensions, investment and protection related products and services. 
  • Candidates will also hold the Diploma in Financial Planning or be close to achieving this qualification.
  • Good communication skills, Microsoft Office understanding, a professional manner and experience of working within a busy office are essential.

A competitive salary will be provided along with other benefits to include a company pension and flexible benefits.