7th March 2024
Job Type


We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for a Paraplanner to join their team. Must be Level 4 Diploma qualified and working towards Chartered status.

They are looking for an experienced Paraplanner to work within their busy technical team, providing support across our offices to our successful team of IFAs. This position is based in their Chelmsford office, with the ability for some home working.

They have a new senior management team and this truly is an exciting time to be joining this forward-thinking company.

They believe in realising everyone’s potential and they are one big team where everyone’s ideas are valued.

They offer a Professional Development Programme for all their employees where full training is provided throughout their career.

They are an award-winning high quality financial planning firm that has been offering bespoke investment advice to clients across East Anglia since 1990.

As Chartered Financial Planners, they are committed to a high level of ethical and professional standards, and they develop their staff to give them the best knowledge and skills possible. They are dedicated to providing excellent standards of customer service, professional tailor-made advice and long-term client relationships.

They have been voted one of New Model Adviser’s 'Top 100’ financial planning firms for the fifth year running.

They offer investments on an advisory or discretionary basis, giving their clients a flexible solution.


  • To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Planners
  • Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
  • Advanced technical report writing
  • Dealing with wrap platforms and product providers to obtain information about existing and potential investments
  • Undertake research both independently and with an IFA to identify suitable solutions to meet clients’ needs and objectives
  • Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process
  • Undertake reviews of client portfolios and compile annual suitability reports
  • Use FE Analytics to research and analyse fund performance, volatility and risk
  • Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings
  • Carry out tax calculations to ensure correct advice is given, where appropriate
  • Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process
  • Handle client queries and help service existing clients on a daily basis
  • Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities e.g. attending seminars/workshops


  • An experienced Paraplanner who is able to write technical reports for HNW clients
  • Must be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will be an advantage
  • Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions including DB transfers, retirement solutions, IHT planning and protection
  • Experience of wrap platforms and main tax wrappers
  • Excellent written / verbal communication skills, as well as organisation skills
  • Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team
  • Good interpersonal skills are a must, as is working alongside a friendly team of dedicated individuals
  • Proactive and able to use own initiative
  • Ability to cope well in a busy working environment and manage own case load
Optional Cover Letter
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