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Job Title: Paraplanner
Location: Chelmsford
Salary: £35,000 - £45,000
A well-established, Financial Planning practice based in Chelmsford is looking for a dedicated professional to join their growing team. The team are passionate about delivering exceptional service and building long-term relationships.
With a technical back-office team, this role would suit someone who is diploma qualified and wishes to test their technical knowledge within an established financial planning firm. They pride themselves on being fully independent and providing holistic bespoke financial advice.
This would sit within the paraplanning team and responsibilities would involve suitability report writing, cash flow modelling, researching products/funds and general assistance to advisers when formulating the advice for their longstanding clients.
This is an excellent opportunity for a detail-oriented and proactive professional looking to advance their career in a supportive and collaborative environment.
Benefits:
- Competitive salary of £40,000 - £45,000
- Hybrid working available: 2 days from home, 3 days in the office
- Career progression opportunities
- Christmas bonus
- Workplace pension
- Death in service benefit
Requirements:
- Previous experience paraplanning within a Financial Planning practice
- Level 4 Diploma in Regulated Financial Planning would be advantageous
- 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
