Technical Paraplanner - Colchester

Artemis Recruitment Consultants

📍 Colchester, England, United Kingdom 💼 Full-time 🕒 Posted June 26, 2026

Apply Now Similar Jobs

Job Description

Technical Paraplanner - Colchester
Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs. 

Key Responsibilities 
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. 

Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. 

Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS. 

U...

Ready to Apply?

Submit your application today and join our talented team at Artemis Recruitment Consultants.

Submit Application

Job Details

Location Colchester, England
Job Type Full-time
Category Social Scientists and Related Workers
Posted Date June 26, 2026
Application Deadline August 05, 2026