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Financial Services



Type of Position: Trainee / Junior Paraplanner - Chelmsford
Pay: £25k - £30k

Trainee / Junior Paraplanner - Chelmsford

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who is halfway to being Diploma qualified and wants to work towards becoming a fully qualified Paraplanner.


Key Responsibilities:

  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
  • Conduct fund research using FE Analytics where appropriate.
  • Review asset allocation for any investment/pension holdings
  • Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
  • Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
  • Preparation of fund switch and encashment letters according to advice provided.     
  • Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source  providing clear research of the advice provided.
  • Liaise with Product Providers / Third Parties regarding any technical queries
  • Team Working
  • Accurately complete new business sheets to be handed over to the PA.
  • Successful completion of all relevant exams as agreed throughout your training plan.
  • Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.

Knowledge, Skills & Competencies:

  • Previous experience of working in similar role within financial services.
  • Practical application of technical financial knowledge within career.
  • Previous data research and report writing experience within financial services.
  • Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
  • Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
  • Flexible and proactive approach to getting the job done.
  • Working towards becoming full 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. 

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

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