Paraplanner - Route to Financial Adviser-Wealth Management Firm
Location: Offices near Chelmsford, Essex
Salary: Up to £50,000 + bonus + benefits
The Opportunity
My client, an award-winning independent financial planning firm based near Chelmsford, is looking for Paraplanners looking to take that step into Advising to join their growing team.
This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-term client relationships. You'll be supported by a highly experienced paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections.
The Role
* Provide high-quality, independent financial advice tailored to each client's goals
* Build and maintain trusted, long-term client relationships
* Manage and grow a portfolio, with access to an existing client bank and new business leads
* Collaborate with paraplanners and administrators to ensure a seamless client journey
* Keep up to date with market, product, and regulatory changes
About You
My client is happy to consider Paraplanners and Trainee Advisers at any level - whether newly qualified, experienced, or Chartered.
* Level 4 Diploma in Regulated Financial Planning (minimum)
* Excellent communication and relationship-building skills
* Client-focused, ethical, and proactive approach
* Ambitious with a genuine desire to grow and develop professionally
For those not yet Chartered, full exam funding and study support are provided through a structured professional development programme to help you achieve Chartered status.
What's on Offer
* Salary up to £50,000 (depending on experience)
* Award-winning, forward-thinking firm with a collaborative and supportive culture
* Access to an established client base and strong referral network
* Full paraplanning and administrative support
* Ongoing training and career progression opportunities
* Competitive bonus scheme and comprehensive benefits
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