Paraplanner

  • Location

    Chelmsford

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH3266_1636380226

  • Published:

    23 days ago

  • Expiry date:

    2021-12-08

  • Consultant:

    Michael Groves

A unique Financial Advisory Practice based in Chelmsford currently has a requirement for a technically strong Paraplanner to join their busy team.

My client focus on providing high level, holistic advised to one very specific niche market. You will be working alongside a Senior Financial planner taking full responsibility for the the client file from data gathering, analysis, production and implementation of the financial plan.

The successful candidate will ideally be qualified to DipPFS level as minimum and will ideally have attained AF3 as this role will have a slight pensions bias . It is essential, however, that all applicants have at least 2-3 years previous experience of working as a Paraplanner in a HNW IFA or Wealth Management environment.

My client can offer a stable, friendly working environment as well as the opportunity to develop your knowledge within this interesting, niche market. An excellent salary and benefits package is on offer as is a hybrid working environment.