(JL7) Technical Paraplanner/Administrator

Essex | £20,000.00 - 28,000.00 Per Annum

Our client, a team of 16, based in Chelmsford are looking for a technical Administrator/Paraplanner to join their team. As a company they bring their vast knowledge and experience of Wealth Management into the lives of their clients.

About the Job

You will be preparing client cases by gathering data and obtaining business assurance approval. You will also liaise directly with clients a build relationships with designated sectors of clients.

About the Ideal Candidate

The ideal candidate will have the ability to deal with new and existing clients on a fee basis, have the ability to work under pressure and meet deadlines. You will have product knowledge of effective communication of wide ranging holistic financial planning strategies and solutions. Supporting you achieve your goals by continuous professional development, and regular progression sessions. The ideal candidate will be willing to go 'the extra mile’.


The minimum requirements are to have experience of working within a financial adviser practice, to have a genuine interest in the industry and the marketplace and be able to provide a high standard of service to meet client’s needs.

Salary Range & Benefits

The salary ranges from £20,000 - £28,000 secure basic salary depending on the candidate. This will include pension contribution, paid holiday and support with progression to work towards Financial exams.

Application Process

Once you have submitted your CV one of our consultants will give you a call to discuss your application and to go through the full job specification in detail, if you are then happy we would then put you forward to our client for consideration.