Job Information

Due to business growth, this prestigious and well regarded client in the Chelmsford area is seeking a Paraplanner to join their team. This is a fantastic opportunity to join a prestigious IFA firm with great career prospects.

The ideal candidate will be as follows:

� 2/3 years� experience as a paraplanner at a chartered IFA firm/consultancy rather than a bank/provider.
� Have experience writing valuation reports and suitability letters and producing high-level research
� Experience in submitting and processing new business as well as putting together portfolios.
� Working towards Level 4 Diploma in Financial Advice.
� Strong technical knowledge of pensions, life and investment products
� Experience using wrap platforms and back office systems such as Avelo.
� Interested in roles which would support progression to an advisor level
� A keen eye for detail and administrative experience


If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between £25000-35000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects with study support.

Please apply online and a consultant from Cameron James will be in touch.