Salary: Up to £55,000 + Discretionary Bonus
A 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 Role
You 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 documentation
*Supporting advisers with pre- and post-advice work across investments, pensions, and planning strategies
*Maintaining accurate and up-to-date client records, registers, and data
*Ensuring operational excellence and adherence to internal processes
*Working closely with advisers in a fast-paced, office-based environment
*Leveraging technology to improve efficiency, workflow, and outcomes
The Ideal Candidate:
This role will suit a paraplanner who:
*Produces exceptional technical work and professional client letters
*Is highly detail-oriented, diligent, and reliable
*Is operationally strong and comfortable managing large volumes of client data
*Is confident working in a tech-led, adviser-driven firm
*Is process-focused and enjoys improving systems and efficiency
*

While Chartered status is not essential, strong technical competence is expected. Real-world ability, efficiency, and professionalism are prioritised over formal qualifications alone.
For a confidential conversation, please contact Sam at Financial Divisions.