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Permanent

Paraplanner - Route to Financial Adviser, Near Chelmsford, Up to £50,000 + bonus + benefit

Financial Divisions
Chelmsford
money-bag £45000 Annual
Posted: 13 June 2026 (Today)
Closing date: 13 July 2026
Ref: 3121734285

Paraplanner - Route to Financial Adviser-Wealth Management FirmLocation: Offices near Chelmsford, EssexSalary: Up to £50,000 + bonus + benefitsThe OpportunityMy client, an award-winning independent financial planning firm based near Chelmsford, is looking for a 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 RoleProvide high-quality, independent financial advice tailored to each client''s goalsBuild and maintain trusted, long-term client relationshipsManage and grow a portfolio, with access to an existing client bank and new business leadsCollaborate with paraplanners and administrators to ensure a seamless client journeyKeep up to date with market, product, and regulatory changesAbout YouMy 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 skillsClient-focused, ethical, and proactive approachAmbitious with a genuine desire to grow and develop professionallyFor those not yet Chartered, full exam funding and study ..... full job details .....

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