Immediate Paraplanner needed in Chelmsford!

Coast Specialist Recruitment
Chelmsford, Essex
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Highly skilled Paraplanner, Chelmsford, £30k-£35k

My client provides a comprehensive financial planning and discretionary management service to clients. They provide an investment advice, pension and protection planning to both corporate and individual clients. They also offer a discretionary investment management service where they manage investments for clients.

Main Purpose of Job:

My client is seeking to recruit an experienced Paraplanner to be based in the head office in Chelmsford. This is a challenging role where the company will provide the successful candidate with the required training to further their career. They are seeking a long-term commitment from an individual who will hopefully grow and develop in the role.


Solid generalist experience within the Professional or Financial Services sector
A good working knowledge of appropriate systems e.g. IRESS (database), Exchange would be desirable, although training will be given.
Numerate and familiar with operating and creating spreadsheets Comfortable preparing detailed letters and comprehensive reports using meeting notes and summaries.

Duties and Responsibilities:

Preparation of reports for clients on financial planning matters

Obtaining quotations and other relevant literature to accompany client reports
Preparation of packs for meetings with clients including investment valuations.

Please apply now for immediate interview.