Technical Paraplanner (IFA) – Colchester

The Coast Partnership Ltd; Essex; 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 established financial planning team. The role focuses on providing technical and report-writing support to advisers in an IFA environment, ensuring clients receive clear and well-researched financial advice.

Key requirements include Paraplanner experience within an IFA, strong technical knowledge, and the ability to prepare suitability reports.

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 to ensure clients receive clear, accurate, and well-researched financial advice.
• Assist advisers with research and documentation to support recommendations.

Skills

Paraplanning experience

IF A environment knowledge

Suitability reports

Attention to detail

Communication & organisation

Deadline management

Chartered status desirable

Job description

The Coast Partnership Ltd in Colchester is seeking an experienced Technical Paraplanner to join its established financial planning team. The role focuses on providing technical and report-writing support to advisers in an IFA environment, ensuring clients receive clear and well-researched financial advice.

Key requirements include Paraplanner experience within an IFA, strong technical knowledge, and the ability to prepare suitability reports.