Paraplanner - Chelmsford

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2018-09-12 13:46:041970-01-01Coast Specialist Recruitment
Job Type Permanent full-time
Location Chelmsford
Area Essex, UK Chelmsford
Sector FINANCIAL SERVICES - Paraplanning
Salary From £30,000
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref JM1409
Job Views 461

A Wealth Management practice based in Chelmsford has an excellent opportunity for a Paraplanner to join their team.

This is a key role within the practice which will see the successful candidate assisting Directors and Senior Consultants with product advice, recommendation and report writing.

Main Duties:

  • Assisting Directors/Senior Consultants with the writing of Reports and Suitability letters.
  • Maintenance of Client and Portfolio records.
  • Undertaking Product and Provider research.
  • To attend client meetings if required, providing a professional service both face to face and over the telephone.
  • Preparing necessary paperwork and application forms for client meetings.
  • Assisting with New Business submission and General client administration when required.
  • Research for new clients existing business plans
  • General Telephone Enquiries relating to existing business
  • Meeting Preparation for existing clients, where required
  • Maintain Back Office systems
  • Diary Management
  • Administration of existing business
  • Administration of new business
  • Preparing client valuations, when required
  • Addition of client fees to back office systems


  • Very good standard of education (particularly English & Maths)
  • Fully FPC Qualified.
  • Previous experience in Financial Services.
  • Strong communication skills.
  • PC Literate (Microsoft Word, Excel, Outlook etc).
  • Good organisation and planning skills.
  • Excellent analytical skills.
  • A good team player with a flexible approach.
  • Understanding of IO or Avello/IRESS Software - desirable
  • Understanding of Dynamic Planner & FE Analytics - desirable

If you would like to apply for this vacancy, please contact Jodie Murray

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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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