Paraplanner
Job in
Colchester, Essex County, CO1 1, England, UK
Listed on 2026-06-30
Listing for:
The Coast Partnership Ltd
Full Time
position Listed on 2026-06-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
An outstanding new role has arisen for an experienced Suitability Report Writer/Paraplanner to join a respected IFA in the heart of Essex.
This is a superb IFA Paraplanner opportunity within one of the most established HNW practices we have dealt with in over 20 years.
Key Responsibilities:
- Dealing with Wealthy private clients portfolio's.
- Attend client meetings and record comprehensive paraplanner 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 role within an IFA
- Strong technical skills and attention to detail
The role is offered on a full time basis with a competitive salary and range of benefits including hybrid working.
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×