Paraplanner Work, Jobs in Chelmsford, Ess (with Salaries)

Paraplanner
Melius —Chelmsford
- £41,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Free parking
- Work from home
Quick apply
IFA Administrator
Melius —Chelmsford
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Work from home
Quick apply
Financial Services Administrator (Technical)
TFP Financial Planning Ltd —Maldon
- £28,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Profit sharing
Quick apply
Paraplanner
RGH‑Global Limited —Colchester
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills

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IFA Administrator
Melius —Chelmsford
IFA Administration: 2 years (preferred). Hours: *Full‑time or Part‑time (minimum 3 days per week). Previous administration experience in an IFA or financial…
£30,000 - £35,000 a year
Quick apply
Financial Services Administrator
S&S Financial Solutions Limited —East Grinstead
Answer incoming telephone calls, take accurate messages and direct enquiries appropriately. Be the first point of contact for clients, providers and other third…
£27,000 - £32,500 a year
Quick apply

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Paraplanner

Melius
Chelmsford

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Job details

Permanent | Full-time
£41,000 - £50,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Work from home
Company events
Bereavement leave
Sick pay
On-site parking

Qualifications

Investment
Pension
Report generation
Suitability report preparation
Financial report writing
Technical support
Financial analysis
Analysis skills

Full job description

Paraplanner

Location: Chelmsford, Essex
Salary: £41,000 - £50,000 (depending on experience)
Hours: Full-time - Flexible working considered

About the Company

We are recruiting on behalf of a well-established, independent financial planning firm with offices across Essex and Hertfordshire. The business has built an excellent reputation for delivering personalised advice across pensions, investments, inheritance tax planning, wealth management and personal protection.

Following continued growth, they are looking to recruit an experienced Paraplanner to join their friendly and collaborative Chelmsford office. The business offers long-term stability, invests in its people and has a strong track record of rewarding performance.

About the Role

Working closely with the Financial Advisers, you will play a key role in delivering high-quality technical support and helping to provide an exceptional client experience.

Your responsibilities will include:

Conducting client fact-finding and technical research
Carrying out investment and pension analysis
Preparing suitability reports
Producing client service agreement letters
Creating pension, investment and protection illustrations
Compiling cashflow projections and supporting documentation

What You Will Bring

Previous experience as a Paraplanner within an IFA or Wealth Management firm
Level 4 Diploma in Financial Planning (or equivalent) - essential
Strong technical knowledge of pensions, investments and protection
Excellent report writing and analytical skills
High attention to detail and a proactive approach

Benefits

Salary of £41,000 - £50,000
Flexible and part-time working options available
Company pension
Supportive and collaborative team environment
Ongoing professional development
Genuine long-term career prospects within a growing independent financial planning business

For more information, please contact David Morley on 07506 799452.

Job Types: Permanent, Full-time

Pay: £41,000.00-£50,000.00 per year

Benefits:

Bereavement leave
Company events
Company pension
Cycle to work scheme
Free parking
On-site parking
Sick pay
Work from home

Flexible language requirement:

English not required

Experience:

Paraplanning: 2 years (preferred)

Work Location: Hybrid remote in Chelmsford CM3 1LN

Quick apply

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