Paraplanner

Paraplanner - Chelmsford, East England

Ref: 71Friday 18 June 2021

£40,000 - £50,000

An award-winning Chartered firm is looking to hire a Paraplanner in Chelmsford. The Director is looking for someone who over the longer term wants to progress to become a Wealth Manager.

The Paraplanner role will progress to a dual paraplanner / Wealth Manager role, taking on responsibility for client meetings and client service over time, with a view it will progress into a full Wealth Manager role.  Full support, mentoring, and training will be given.

 

The opportunity:

You will work within the Wealth Management Team to provide Wealth Management service, with a team approach.

Working directly with the Wealth Managers, the role will include preparing advice and reports for clients including financial plans with cash flow modeling, risk profile reports, pension reports, investment reports, and inheritance tax planning reports, and preparing any other advice and reports clients need, deliver client’s lifestyle aims and objectives, whilst ensuring that compliance procedures are followed and file checks are completed.

 

To be considered:

Level 4 Diploma

Ideally, you will be an experienced paraplanner

This is a technical role to prepare complex financial planning advice