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Paraplanner – Cirencester

South West England

£33,000 to £40,000 dependent on experience, plus bonus and other benefits

An exciting opportunity for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Cirencester. Who are we? For more than 25 years we have been providing well-respected financial planning advice. Through strong professional links and referrals from satisfied clients, Ermin Fosse has become  known for our personalised service, […]

Recruiter

Ermin Fosse

Posted

31 January 2018

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

An exciting opportunity for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Cirencester.

Who are we?

For more than 25 years we have been providing well-respected financial planning advice.

Through strong professional links and referrals from satisfied clients, Ermin Fosse has become  known for our personalised service, quality independent advice and focus on holistic financial planning.

The success of the business has resulted in a vacancy to join us, as we look to continue to grow.

Who are we looking for?

A true Paraplanner with energy and passion!

To us, that means someone who:

  • Is not just a report writer
  • Genuinely wants and likes the job and believes in what they’re doing
  • Will make a contribution not just to the role but to the wider team
  • Has the skills to do an excellent job and understands the industry

Someone who aspires to our values:

  • Integrity – our business is built on trust and doing what we say, where we know we can look our clients in the eye and say we’ve done the best for them
  • Respect – whether it’s a client, staff member, supplier or anyone else, we believe in the importance of treating others with consideration and courtesy
  • Expertise – being experts at what we do is essential to our business and requires continual training to maintain and improve ourselves
  • Motivation – we are proactive and look to enhance both our own, and our clients’ lives
  • Balance – just as we preach to our clients we believe in a work-life balance. Work should not take over your life but nevertheless, to get the most out of life sometimes means putting a little extra in.

Some of the essential requirements for the role are:

  • Diploma in Financial Planning
  • At least 3 years’ experience of working within a financial planning environment, 18 months of which in a Paraplanner role
  • Advanced technical knowledge of financial products
  • Highly organised, methodical, analytical and disciplined
  • Excellent communicator (both verbal & written)
  • Ability to assimilate technical information into an understandable format for clients
  • Shows initiative and takes personal responsibility for completing tasks
  • Adopts a positive attitude, willing to assist others when busy
  • Able to work under pressure on occasions to achieve deadlines
  • Excellent attention to detail
  • Able to achieve agreed outcomes without supervision
  • Able to prioritise and plan own workload

What are we offering?

  •  The opportunity to join a passionate, friendly and ambitious team based in the heart of Cirencester.
  • The knowledge you’ll be working alongside an established paraplanner.
  • A competitive salary, from £33,000 to £40,000 dependent on experience, plus bonus and other benefits.

Does this sound like you?

If so, please send your CV to info@erminfosse.co.uk. No agencies please.

EMAIL RECRUITER

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