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Capio Recruitment Financial Planning
Chelmsford
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Chelmsford A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the
Job Source: Capio Recruitment Financial PlanningReed
Chelmsford
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for prov
Job Source: ReedRecruit UK | Certified B Corp™
chelmsford
Job Description Job Title: Paraplanner Industry: Financial services Location: Chelmsford Salary : £33,000 - £45,000 (higher salary negotiable) Job Reference: 9017 Are you a paraplanner looking for career progression and corporate benefits? Job Description: Recruit UK is working on an excellent opportunity for an experienced Paraplanner to j
Job Source: Recruit UK | Certified B Corp™Recruit UK
Chelmsford
Job Title: Paraplanner Industry: Financial services Location: Chelmsford Salary : £33,000 - £45,000 (higher salary negotiable) Job Reference: 9017 Are you a paraplanner looking for career progression and corporate benefits? Job Description: Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join the Chelmsford o
Job Source: Recruit UKReed
Chelmsford
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for prov
Job Source: ReedIDEX Consulting Ltd
United Kingdom
A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving practice in Essex. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow.I am looking for a candidates with previous technical experience in a Paraplanner role. Ideally you will come from an Inde
Job Source: IDEX Consulting LtdSalmon Financial Planning
hertfordshire
Job Description Are you a Level 4 qualified Paraplanner looking to work more closely in-house alongside a dedicated team all focussed on providing first class service and advice to their clients? Do you miss having a team and colleagues? Are you passionate about being able to produce high quality documentation that supports the delivery of exce
Job Source: Salmon Financial PlanningRecruit UK | Certified B Corp™
chelmsford, england, United Kingdom
Job Title: Paraplanner Industry: Financial services Location: Chelmsford Salary : £33,000 - £45,000 (higher salary negotiable) Job Reference: 9017 Are you a paraplanner looking for career progression and corporate benefits? Job Description: Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join the Chelmsford
Job Source: Recruit UK | Certified B Corp™Chelmsford
We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a 'career' Paraplanner to join their dynamic team.
Working Arrangements:
Hybrid role: 2 days remote work, mandatory office presence on Mondays.
Benefits:
30 days holiday plus Bank Holidays.
Wellbeing day, birthday off, and volunteering day.
Matched pension contribution up to 5%.
Death in Service (DIS) x4.
Private Medical Insurance (PMI) after probation (6 months).
Exam fees covered.
Onsite parking available.
Role Overview:
As a Career Paraplanner, your primary responsibilities will include:
Conducting thorough research to support the advisory team.
Producing high-quality and detailed suitability reports
Ideally, the ability to perform cashflow modelling and present findings to clients.
Requirements:
The ideal candidate will possess:
Demonstrable experience as a Paraplanner.
relevant financial planning qualifications
Strong research and analytical skills.
Excellent report writing abilities.
How to Apply:
If you are a dedicated and experienced Paraplanner seeking a challenging and rewarding career, we invite you to apply
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
Paraplanner jobs in Chelmsford
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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