Paraplanner – Chelmsford

Paraplanner – Chelmsford

£40-£50,000 + Benefits

Seeking a paraplanner in the Chelmsford area for a highly service oriented wealth management and discretionary management business covering all aspects of holistic financial planning for an expanding HNW client bank.

Working closely in a team with the wealth managers the paraplanner role will involve preparing advice and reports for clients including cash flow, IHT, investments and pensions to deliver the clients lifestyle objectives. The role involves attending client meetings with the wealth managers.

To apply for this role you will need to be at least Diploma level 4 and keen to progress to Chartered status. This is a technical role preparing complex financial planning advice.

The company is committed to personal development through study, coaching and mentoring and there is opportunity to progress as they grow.

Apply to mail@jamesassociates.co.uk

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