Trainee Paraplanner - Chelmsford

  • Location

    Essex, Chelmsford

  • Discipline

    Financial Services

  • Job type:


  • Benefits:

    £19,000 - £22,000 Basic Inc. Bonuses & Training

  • Published:


  • Expiry date:


Are you an enthusiastic individual looking for a career in Financial Planning? My clients are currently recruiting for a Trainee Paraplanner to join their Chelmsford office. They provide high-quality advice to businesses and individuals across the UK. They are considering candidates who have experience in the field but will also look at individuals who have similar experience within financial services.

This is a fantastic opportunity for someone who is looking to break into the Wealth Management industry. My clients will provide full training and progression. They will cover exams and a pay rise will occur with every exam completed. The end goal will be to become a fully qualified financial adviser.

Responsibilities of a Trainee Paraplanner:

  • Pension, Investment and Protection research
  • Preparing Discussion Documents
  • Pre-Submission Process (sorting file post advice meeting)
  • Producing Suitability Reports
  • Ensuring Clients on the go is maintained
  • When workload is low, assist with chasing
  • Submitting business
  • Assisting with projects i.e., mission platinum
  • Dealing with queries from admin & operations team

Essential Characteristics of a Trainee Paraplanner:

  • Organisation
  • Communication
  • Attention to Detail
  • Time Management
  • Confidence
  • Understanding of excel

Working Hours of a Trainee Paraplanner:

  • Monday – Friday
  • 09:00 – 17:00

Salary for this Trainee Paraplanner position:

  • £19,000 - £22,000 Basic
  • Bonuses
  • Benefits
  • Great training package (Qualifications and Exams Covered)

​​​​​​​Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

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