Paraplanner – Progression to Financial Adviser, Ingatestone | £40,000 – £55,000 (DOE)

Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Path

Are you a Level 4 Diploma-qualified Paraplanner looking to take the next step in your career?

A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices n Colchester. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Junior Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager.

Why This Role Stands Out:

• Competitive salary: £40,000 – £55,000 DOE
• Hybrid working: 3 days in the office, 2 from home (post-probation)
• Full study support & structured development programme
• Supportive, family-oriented culture
• Excellent benefits including access to a wellbeing suite
• Clear progression to Adviser or Paraplanner Manager

About the Firm:

This well-established IFA offers advice across Pensions, Investments, Retirement Planning, IHT, Tax, Trusts, Mortgages, and Protection. With a strong local reputation in Edgware and St Albans, they’ve grown steadily over the past 15 years and are known for nurturing long-term client and staff relationships.

Key Responsib...