Paraplanner Essex

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Job Description

Paraplanner Essex

Paraplanner Essex

Paraplanner Essex. Our client who is based in Essex are now seeking to recruit an experienced Paraplanner with first class skills to join their friendly team.

Our client is a pioneer in the use of unique tools and concepts that enable their clients to have a great relationship with their money. This is a rare opportunity to participate in their finely tuned team approach to client service. As Paraplanner the role will involve working closely with our clients Senior Paraplanner as well as Certified & Chartered Planners, Relationship Managers and Investment Management to deliver exemplary client service.


  • Attendance at client meetings [90% take place in-house]
  • Preparation of advice letters and recommendations eg investments and pensions
  • Preparation of content for annual review meetings
  • Preparation of pension, income drawdown and investment reviews
  • Preparation of detailed cash flow models
  • Undertaking research to support recommendations
  • Provision of technical support to complex client queries
  • Liaison with clients

Skills and experience

  • Understanding of the Financial Planning process Excellent client facing skills
  • Enthusiasm
  • Detailed and accurate work
  • Articulate
  • Excellent inter-personal skills, both written and verbal Ability to multi-task and prioritise effectively
  • Good IT skills
  • Good letter writing skills
  • Ability to work independently and in a team
  • Able to take high quality minutes of client meetings
  • Have experience of using Voyant
  • Minimum 3 years’ experience as a Paraplanner


  • Have experience supporting a senior adviser / advice team
  • High level of Pensions technical knowledge
  • Used to dealing with High Net Worth clients
  • Experience in writing complex and detailed reports for cases


  • Essential -Diploma in Financial Planning
  • Desirable- Certified Financial Planner Chartered Financial Planner Other technical qualifications Paraplanner

IT Skills

  • Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
  • Experience in working with a back-office system.

This is an excellent opportunity for an experienced Paraplanner to work with a very prestigious client.

Salary – £30k – £40k depending on experience and qualifications

  • Holidays 22 days
  • DIS
  • Personal Health Insurance
  • Fantastic working environment with free parking