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Hybrid Technical Paraplanner — Complex Planning & Reports
Job in
Colchester, Essex County, CO1, England, UK
Listed on 2026-08-24
Listing for:
Bradley David Associates
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Bradley David Associates is seeking an experienced Technical Paraplanner to join a well-established, growing independent financial planning firm in Colchester. You will work closely with Advisers, delivering comprehensive technical support across varied client portfolios and producing detailed reports.
The role emphasizes technical research, complex calculations (CGT, IHT, pension), and ensuring compliance. A Level 4 DipPFS and 3+ years paraplanning experience are preferred.
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