Job Description

This forward thinking and vibrant IFA, based in Chelmsford are looking Technical Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace.

If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you.


Key Responsibilities:

  • Supporting the Financial Planners in research and analysis to meet Client needs and objectives

  • Supporting the Financial Planners in preparing Client financial plans and suitability reports

  • Promoting the profile of the business within the profession and wider communities

  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

  • Preparing and compiling financial analysis data<...

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