Paraplanner – Route to Financial Adviser, Near Chelmsford, Up to £50,000 + bonus + benefits
Paraplanner – Route to Financial Adviser-Wealth Management Firm
Location: Offices near Chelmsford, Essex
Salary: Up to £50,000 + bonus + benefits
The Opportunity
My 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 Role
- Provide high-quality, independent financial advice tailored to each client’s goals
- Build and maintain trusted, long-term client relationships
- Manage and grow a portfolio, with access to an existing client bank and new business leads
- Collaborate with paraplanners and administrators to ensure a seamless client journey
- Keep up to date with market, product, and regulatory changes
My 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 skills
- Client-focused, ethical, and proactive approach
- Ambitious with a genuine desire to grow and develop professionally
What’s on Offer
- Salary up to £50,000 (depending on experience)
- Award-winning, forward-thinking firm with a collaborative and supportive culture
- Access to an established client base and strong referral network
- Full paraplanning and administrative support
- Ongoing training and career progression opportunities
- Competitive bonus scheme and comprehensive benefits
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