If your passion is to work for an organisation where providing first class financial advice is at the heart of what you do then your future is with us. You will be playing an integral role in developing our client’s lifetime financial plans and fulfilling their financial ambitions by providing written advice along with technical research to our Financial Planners.
A hot bed of activity means the offices are always buzzing and there is strong team ethos across the business. We do not believe in micro-managing our colleagues, you will have the independence to work closely with the financial planners and administration support in a small hub.
We are committed to your personal and career development and have a clear progression framework for our Paraplanners in place. So, whether you wish to become a technical expert or you wish to share your skills and knowledge by coaching and mentoring the team your individual career path and ambitions will be supported and rewarded. We are very proud to have an excellent Learning and Development function providing both personal and financial support with professional study and qualifications.
Another great thing about us is that we can be flexible in terms of location, if you need to work from home a few days per week then we are happy to accommodate this. However, when required you will need to be able to travel to the office.
The company only advise HNW / UHNW clients.
The team are fun, friendly, outgoing and best of all egos are left at the door! They get involved in charity days and have a good work life balance, the benefits package is competitive and you will be eligible for a yearly discretionary bonus on top of a highly competitive basic salary.
This role is not for everyone unfortunately, we would ideally like you to be working towards your Level 4 Diploma and have previous financial services experience. This is a true paraplanning role, so if you love research, cash flow modelling, tax, pensions and all the exciting stuff then this role is for you! However, if you aren’t as strong in one area, not a problem!! As mentioned we provide great training and support to help guide you to your full potential.
Interviews can take place around your diary, we understand that it can be difficult to schedule interviews during the day and we don’t wish for you to use your holiday. We are extremely flexible!
High basic, bonus, career progression, great location, route to chartered, further qualifications, flexibility and work life balance! What are you waiting for?
We are aiming to grow and we would like you to join us on our journey!!