Job Title: Paraplanner
Location: Chelmsford
Salary: £40,000 - £45,000
About Us: We are working with a well established, Financial Planning practice based in Chelmsford, dedicated to providing independent financial advice to their clients. The team are passionate about delivering an exceptional service and building long-term relationships.
Position Overview: This role requires an experienced Paraplanner to work alongside the lead Financial Planner. The ideal candidate will have a minimum of 3 years of paraplanning experience within a Financial Planning practice and hold the Level 4 Diploma in Regulated Financial Planning. This is an excellent opportunity for a detail-oriented and proactive professional looking to advance their career in a supportive and collaborative environment.
Key Responsibilities:
* Prepare detailed financial reports and plans for clients
* Conduct thorough research and analysis on financial products and services
* Assist Financial Planners with client meetings and follow-up actions
* Ensure compliance with industry regulations and internal policies
* Maintain up-to-date knowledge of financial markets and products
* Support the client onboarding process and ongoing client relationship management
Benefits:
* Competitive salary of £40,000 - £45,000
* Hybrid working available: 2 days from home, 3 days in the office
* On-site parking
* Career progression opportunities
* Discretionary bonus
* Workplace pension
* Death in service benefit
Requirements:
* Minimum of 3 years of paraplanning experience within a Financial Planning practice
* Level 4 Diploma in Regulated Financial Planning
* Strong analytical and research skills
* Excellent communication and interpersonal skills
* High level of accuracy and attention to detail
* Proficiency in financial planning software and tools
How to Apply: If you are a dedicated Paraplanner looking for a new challenge and the opportunity to grow within a reputable Financial Planning practice, we would love to hear from you, please submit your CV!