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Financial Services



Type of Position: Client Technical Support
Pay: £35-42k

Client Technical Support Vacancy

Our client is looking to fill their Client Technical Support vacancy in their Chelmsford office. You will be providing an excellent service to the Financial Planning Director and their clients by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.


Key Responsibilities:

  • To attend client meetings (normally via Teams) with the FP Director to take detailed notes of the meeting; 
  • Transpose the meeting notes into the Factfind an dInvestment Risk Discussion document for submission;
  • To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provided to the Paraplanner;
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
  • Respond to client emails by analysing and researching the technical questions and creating the appropriate response for the client or FP Director
  • Assist team PA with technical matters and liaising with clients in the absence of the FP Director
  • To work within the company's Paraplanner licence framework.




  • Fully Diploma qualified
  • Good understanding of the Financial Planning process.
  • Strong interpersonal skills, both written and verbal communication.
  • Customer service skills – providing an excellent service to the adviser and client.
  • Excellent planning and organisational skills.
  • Ability to work effectively to deadlines.
  • Accuracy and attention to detail to balance demands of role


  • AFPC or working towards.
  • An understanding of cashflow modelling.
  • Broad knowledge of the Financial Services Industry and high level of technical knowledge
  • In depth knowledge and experience with cashflow modelling
  • Ability to manage and complete projects

If you are interested in this position, please email your CV to 

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