IFA Technical Paraplanner - Reports & Advisory Support

The Coast Partnership Ltd; Great Bentley; On-site; GBP 40,000 - 55,000; Full time

Job summary

The Coast Partnership Ltd in Colchester is seeking an experienced Technical Paraplanner to join its team. You will provide technical and report-writing support to advisers, helping to ensure clients receive clear and well-researched financial advice.

The role requires a proven Paraplanning background in an IFA environment, with strong attention to detail, good communication, and the ability to manage your own workload to meet deadlines. Chartered status would be highly desirable.

Qualifications

• Previous experience as a Paraplanner within an IFA firm is essential.
• Strong technical knowledge across financial planning.
• Experience preparing suitability reports and supporting advisers.
• Excellent attention to detail and a methodical approach.
• Good communication and organisational skills.
• The ability to manage your own workload and meet deadlines.
• Chartered status would be highly desirable.

Responsibilities

• Provide technical and report-writing support to advisers.
• Help ensure clients receive clear, accurate and well-researched financial advice.
• Support advisers in preparing suitable recommendations and reports.

Skills

Paraplanner

IFA environment

Technical knowledge

Suitability reports

Attention to detail

Communication

Organisational skills

Deadline management

Job description

The Coast Partnership Ltd in Colchester is seeking an experienced Technical Paraplanner to join its team. You will provide technical and report-writing support to advisers, helping to ensure clients receive clear and well-researched financial advice.

The role requires a proven Paraplanning background in an IFA environment, with strong attention to detail, good communication, and the ability to manage your own workload to meet deadlines. Chartered status would be highly desirable.