Trainee Paraplanner

Pure Resourcing Solutions

Posted 11 days ago, valid for 4 days

Chelmsford, Essex CM3 4SX, England

Full Time

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Sonic Summary

We are seeking a Trainee Paraplanner to join a financial advisory team in Chelmsford.
The role involves researching and preparing materials for advisor meetings, with an emphasis on client interaction.
Candidates should ideally have some financial qualifications or strong A-Levels in maths or a related subject, along with strong GCSEs in Maths and English.
The position offers a starting salary of approximately £26,000, with potential earnings of £28,000 to £30,000 including bonuses.
Working hours are Monday to Friday from 09:00 to 17:00 at the Chelmsford office.

We are looking for a Trainee Paraplanner to join a financial advisors in Chelmsford. You will be working in a small team to research and prepare work for the advisor meetings. This is a great opportunity to start your career within the financial services sector!The company are looking for someone enthusiastic and keen to learn, who will ideally have some financial qualifications or strong A-Levels within maths or similar.Working hours will be 09:00-17:00 Monday to Friday from their Chelmsford offices. Starting salary will be circa £26,000 with potential for monthly bonuses as well as company target bonuses which can increase your earning potential. OTE would be circa £28-30k. What will you be doing?

Conducting research for pension and investment protection services
Meeting and greeting clients
Preparing documents for financial advice meetings
Primary contact for enquiries

What experience will you need?

Strong GCES’s in Maths and English
Degree or A Levels in a related subject (ideal)
Comfortable working with numbers
Ability to work under pressure
Desire to work in the financial sector

If you are keen to learn and have an interest in working in the financial sector please apply!If you have anymore questions please contact Helen @ Pure for more information.

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