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Paraplanner/Technical Analyst

📍 Location
Colchester
⏰ Job Type
Full-time
📅 Posted
June 12, 2026

About the Role

Paraplanner/Technical Analyst

The Role:to support the Partner and Financial Planners when informing and advising clients on financial strategies, plans and products.


Key Requirements and Skills:

  • Thorough knowledge of product research and analytical tools

  • Good team working and liaison skills to deal effectively with tasks set and provide support for other team members

  • An understanding of FCA regulations and guidelines relating to financial services clients

  • Willingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externally

  • Good communication skills (written and verbal) that are effective and meet business needs

  • Ability to prioritise and organise own workload

  • Ability to work under pressure and to deadlines

  • IT skills commensurate with computer packages used including detailed underst...
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