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- Tasks: Join a dynamic team as a Qualified Paraplanner, supporting clients and conducting detailed financial research.
- Company: A respected independent financial advisory firm in Chelmsford, known for its client loyalty and technical expertise.
- Benefits: Enjoy hybrid working, full study support, and access to a wellbeing suite with excellent perks.
- Why this job: This role offers clear career progression and a supportive culture focused on your professional growth.
- Qualifications: You need a Level 4 Diploma or be working towards Chartered status, with experience in a paraplanning role.
- Other info: This is a fantastic opportunity to step into management within a high-performing team.
The predicted salary is between 34000 - 44000 £ per year.
Full-Time | Hybrid | Full Study Support | Excellent Benefits | Clear Career Path
Are you a Level 4 Diploma-qualified Paraplanner (or working towards Chartered status) looking to take the next step in your career? A fantastic opportunity has opened with a highly regarded independent financial advisory firm with offices in Chelmsford. Known for its technical excellence and loyal client base, this growing business is now seeking a talented Qualified Paraplanner to join their team—with a clear pathway to becoming Paraplanner Manager.
Why This Role Stands Out:
- Competitive salary: £40,000 - £52,000 DOE
- Hybrid working: 3 days in the office, 2 from home (post-probation)
- Full study support & structured development programme
- Supportive, family-oriented culture
- Excellent benefits including access to a wellbeing suite
- Clear progression to Adviser or Paraplanner Manager
About the Firm:
This well-established IFA offers advice across Pensions, Investments, Retirement Planning, IHT, Tax, Trusts, Mortgages, and Protection. With a strong local reputation in Edgware and St Albans, they’ve grown steadily over the past 15 years and are known for nurturing long-term client and staff relationships.
Key Responsibilities:
- Attend client meetings and record comprehensive notes
- Draft detailed, compliant suitability reports
- Conduct product and investment research
- Build cashflow models and support complex planning
- Liaise with providers and manage review prep
- Play a key role in ensuring a seamless client journey
About You:
- Level 4 Diploma qualified (or progressing towards Chartered)
- Experience in a Paraplanning or technical role within an IFA
- Strong technical skills and attention to detail
- Exposure to pensions, drawdown, or holistic financial planning is a plus
- Ambitious, with aspirations to step into a management or Adviser role
This is an excellent chance to join a high-performing team in a firm that values your growth as much as your skills.
Interested? Contact Sam Negbenebor at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Progression to Paraplanner Manager, Chelmsford, £40,000 - £52,000 (DOE)
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who are already working as Paraplanners or in management roles. Attend industry events or webinars to make connections and learn about the latest trends and expectations in the field.
✨Tip Number 2
Research the specific firm you're applying to. Understand their values, client base, and the services they offer. Tailoring your conversations during interviews to reflect your knowledge of their operations can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your technical skills in detail. Be ready to provide examples of how you've successfully conducted product research, drafted suitability reports, or managed client relationships in your previous roles.
✨Tip Number 4
Showcase your ambition and readiness for progression. During interviews, express your desire to move into a management role and discuss any relevant experiences that demonstrate your leadership potential and commitment to professional development.
We think you need these skills to ace Qualified Paraplanner - Progression to Paraplanner Manager, Chelmsford, £40,000 - £52,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma qualification and any relevant experience in Paraplanning or technical roles. Emphasise your skills in pensions, investments, and financial planning to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to progress into a management role. Mention specific experiences that demonstrate your technical skills and attention to detail, as well as your commitment to client service.
Highlight Relevant Experience: In your application, focus on your previous roles and responsibilities that relate directly to the key tasks mentioned in the job description, such as drafting suitability reports and conducting product research.
Showcase Your Career Aspirations: Clearly express your career goals in your application. Mention your desire to advance to a Paraplanner Manager position and how this role aligns with your professional development plans.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Skills
As a Qualified Paraplanner, it's crucial to demonstrate your strong technical skills during the interview. Be prepared to discuss your experience with pensions, investments, and financial planning in detail, as well as any specific tools or software you have used.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Think of examples from your past experiences where you successfully navigated complex situations or provided exceptional client service.
✨Express Your Ambition
Since this role has a clear progression path to Paraplanner Manager, make sure to express your career aspirations. Discuss how you envision your growth within the company and what steps you plan to take to achieve your goals.
✨Research the Firm
Familiarise yourself with the firm's values, culture, and services they offer. Being knowledgeable about their approach to financial advisory will not only impress the interviewers but also help you tailor your responses to align with their ethos.
