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- Tasks: Support financial planning by preparing reports and conducting investment research.
- Company: Pocknells Wealth Management, a people-first financial planning practice.
- Benefits: Full-time role with a supportive team culture and opportunities for growth.
- Why this job: Make a real difference in clients' lives through personalised financial advice.
- Qualifications: Strong finance knowledge, analytical skills, and teamwork experience required.
- Other info: Join a dynamic team focused on clarity, confidence, and long-term client relationships.
The predicted salary is between 36000 - 60000 £ per year.
Pocknells Wealth Management is a modern financial planning practice built around people. We provide thoughtful, personalised financial advice designed to bring clarity, confidence and long-term security to our clients' lives. Whether supporting families, business owners or individuals planning for retirement, our approach is grounded in strong relationships, careful planning and a genuine understanding of what matters most.
As an independent firm, we focus on delivering clear, practical advice across areas including retirement planning, investment management, protection, estate planning and intergenerational wealth strategies. Every recommendation is tailored, evidence-based and aligned with our clients' long-term goals.
At Pocknells, professionalism and warmth go hand in hand. We pride ourselves on creating a calm, organised and highly personal experience, ensuring clients feel supported, informed and confident in every decision. We are also a people-first business internally. We believe great advice starts with a great team culture built on integrity, collaboration, flexibility and respect.
Financial planning is not just about numbers. It is about life, family and the future. We are here to help our clients navigate it with clarity and confidence.
This is a full-time, on-site role for a Paraplanner located in Chelmsford. The Paraplanner will support the financial planning team by preparing detailed and accurate client reports, conducting research on investments and financial products, and analyzing financial data. The role involves working closely with financial advisors to ensure thorough and efficient planning to meet clients' needs. General administrative support and compliance duties may also be required.
Qualifications:
- Strong understanding of Financial Planning.
- Exceptional Analytical Skills and a solid foundation in Finance.
- Proficiency in Report Writing and ability to produce clear and structured documentation.
- Excellent attention to detail and time management skills.
- Ability to work collaboratively in a team-oriented environment.
- Previous experience in a paraplanner or similar role is advantageous.
- Financial Planning qualifications such as the Level 4 Diploma in Regulated Financial Planning (or working towards it) are beneficial.
- Proficiency in relevant financial planning software and IT tools is a plus.
Paraplanner in Chelmsford employer: Pocknells Wealth Management Ltd
Contact Detail:
Pocknells Wealth Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that Paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your financial knowledge and understanding Pocknells' approach. We want to see how you can contribute to our team culture and client relationships, so think about examples from your past experiences that showcase your analytical skills and attention to detail.
✨Tip Number 3
Showcase your report writing skills! Bring along samples of your previous work or create a mock report that highlights your ability to produce clear and structured documentation. This will demonstrate your proficiency and give us a taste of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Paraplanner in Chelmsford
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning. Share why you’re drawn to this field and how you can contribute to our mission of providing personalised advice. A genuine passion can really make your application stand out!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight relevant experience and skills that align with what we’re looking for, like your analytical skills and report writing abilities. This shows us you’ve done your homework and are serious about joining our team.
Be Clear and Structured: We appreciate clarity in communication, so ensure your application is well-organised and easy to read. Use headings, bullet points, and concise language to present your qualifications and experiences. This reflects the professionalism we value at Pocknells Wealth Management.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values while you’re at it.
How to prepare for a job interview at Pocknells Wealth Management Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your financial planning knowledge before the interview. Understand key concepts like retirement planning, investment management, and estate planning. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Think of examples from your past experience where you successfully navigated similar scenarios. This will help you showcase your analytical skills and ability to provide tailored advice.
✨Showcase Your Report Writing Skills
Since report writing is a crucial part of the Paraplanner role, be ready to discuss your experience in producing clear and structured documentation. Bring along samples if possible, or be prepared to explain your process for creating effective reports.
✨Emphasise Team Collaboration
Pocknells values a collaborative environment, so highlight your ability to work well within a team. Share examples of how you've successfully collaborated with financial advisors or colleagues in the past, and how you contribute to a positive team culture.
