Colchester
Full time
Permanent
Hybrid
About the role
You would work alongside the planners on research, cashflow and suitability reports, with investment governance and compliance handled centrally rather than falling to you.
Our Colchester office looks after clients across Essex and Suffolk. It has grown steadily, and the research and report writing now needs its own pair of hands.
What you would be doing
Researching and writing suitability reports for planners
Preparing cashflow models and reviewing existing arrangements
Producing annual review packs ahead of client meetings
Working with providers on transfers and switches
Keeping files in good order for compliance checking
At a glance
Salary
Competitive
Office
Colchester
Contract
Permanent
Hours
35 hours per week
Working
Hybrid
Reports to
Head of Paraplanning
Or email your CV to
jobs@absolute-financial.com
What we are looking for
Essential
Level 4 Diploma in Regulated Financial Planning, or working towards it
At least two years in a paraplanning or technical support role
Confident writing suitability reports in your own words
The right to work in the UK
What we offer
Salary of £38,000 to £45,000, depending on experience
Company pension scheme
25 days holiday plus bank holidays
Exam and CPD support, with study time
A defined route into advising if that is what you want
How it works
01
Apply
Send us your CV and a note about the role.
02
We take a look
We will come back to you either way.
03
A conversation
About the role, your experience and what you are looking for.
04
Meeting the team
A chance to see where you would work, and who with.
