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Permanent

Technical Paraplanner, Tech-Forward IFA, Offices near Colchester, Office-Based, Up to £55,

Colchester
money-bag 50000.00-50000.00 Annual
3110756309
Posted 4 days ago

Office-Based, Up to £55,000 + Discretionary BonusA highly progressive, technology-driven Independent Financial Advisory firm based in Essex is seeking an experienced Technical Paraplanner to join its growing team.With approximately £250 million AUM, an average client portfolio of £1m-£1.3m, and a strong focus on data, efficiency, and process, this is an ideal role for a detail-driven paraplanner who thrives in an adviser-led, professional environment.The RoleYou will support 2 advisers, working across a sophisticated client bank of high-value clients. This role is focused on delivering high-quality technical output and maintaining impeccable data standards.Key responsibilities include:Producing high-quality suitability reports, technical calculations, and client documentationSupporting advisers with pre- and post-advice work across investments, pensions, and planning strategiesMaintaining accurate and up-to-date client records, registers, and dataEnsuring operational excellence and adherence to internal processesWorking closely with advisers in a fast-paced, office-based environmentLeveraging technology to improve efficiency, workflow, and outcomesThe Ideal Candidate:This role will suit a paraplanner who:Produces exceptional technical work and professional client lettersIs highly detail-oriented, diligent, and reliableIs operationally strong and comfortable managing large volumes of client dataIs confident working in a tech-led, adviser-driven firmIs process-focused and ..... full job details .....

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