Paraplanner – Chelmsford, Essex

Chelmsford, Essex
Posted 6 months ago

Paraplanner vacancy to join an excellent Financial services firm in Chelmsford.

Paraplanner support to IFA’s and assisting in the day to day running of the business.

Areas of work; Pensions (PPPs, GPP’s, EPP’s, Occupational), Investments, Protections & Taxation.

Duties will include; Dealing with new IFA & client enquiries. Research using Selectapension, O&M, Synaptics, Exchange, Assureweb, Morningstar. New business preparation (illustrations, application, preparation). Compiling full compliance requirements, strategic overviews and suitability reports. Processing letters of authority and collation of data for analysis. Investment fund analysis and investment switching. Dealing with client valuations and reviews. Telephone work dealing with insurance companies, IFA’s and their clients. Database creation and management. General office duties that may include opening post, scanning, diary management, stock control, filing, etc.

The candidate should be motivated and wanting to further their career within the Financial Services industry, experienced and preferably with Level 4 diploma as a minimum (or very nearly there). Motivated to study towards further industry qualifications at all times. A strong organiser with the ability to prioritise and have a positive ‘can do’ attitude. A keen eye for detail and good grammar. IT literate and ideally have some working knowledge of one or all of the following; Selectapension, O&M Pension Profiler, Synaptics (Fusion), Morningstar Workstation. A fantastic communicator who enjoys working either within your team or at times as an individual, whilst managing your own workflow and tasks independently and efficiently. You will be also be required to keep up to date with technical product and provider changes.

Your hours of work will be typically between 9am – 5pm, Monday to Friday, but we will offer flexibility for the right candidate. We expect you to be willing to do overtime when required (paid).


  • Company pension
  • Flexible schedule
  • On-site parking
  • Work from home


  • Monday to Friday


  • Paraplanning: 1 year (Required)

Work remotely:

  • Temporarily due to COVID-19

Job Features

Job CategoryFinancial

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