Junior Paraplanner, Offices near Colchester, £27,000 - £32,000 (DOE), Full-Time

Office-Based (Hybrid up to 2 days/week after probation)

Our client is looking for a Junior Paraplanner to join a friendly, fast-paced wealth management firm near Colchester. You’ll support Advisers with technical tasks, suitability reports, and financial planning solutions—primarily in investments and pensions.

SJP experience is highly desirable, and we’re especially keen to speak with candidates from within the SJP network.

Responsibilities:
Prepare CFRs, advice sets, and suitability reports
Build financial planning solutions (new money, drawdown, etc.)
Perform technical calculations (carry forward, IHT, CGT - preferred)
Manage LOAs, ensure complete client files, liaise with advisers
Support with workflow management and external paraplanning cases
Requirements:
2+ years’ experience with SJP
Paraplanning or technical admin experience in wealth management
Level 4 Diploma (or working towards it)
Comfortable with annuity illustrations & ceding checks
Strong attention to detail, numeracy, and organisation
Familiarity with tools like Analytics/Voyant (preferred)

I am eager to hear from talented individuals ready to grow, if you meet the criteria—or are close and eager to learn—please get in touch. Let’s have a chat! Contact Sam Negbenebor at Financial Divisions.