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Paraplanner – Kent

South East England

Competitive Salary - dependent on experience

PURPOSE OF THE ROLE After being named Best Financial Advisors to Work For 2017 and winning Professional Paraplanner Team of the Year 2017 our business is growing rapidly. As a result we are looking for a skilled and enthusiastic Paraplanner to join our team, based in Kent. We Are Looking For Someone Who Can… Work […]

Recruiter

Cooper Parry Wealth

Posted

13 June 2017

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

PURPOSE OF THE ROLE

After being named Best Financial Advisors to Work For 2017 and winning Professional Paraplanner Team of the Year 2017 our business is growing rapidly. As a result we are looking for a skilled and enthusiastic Paraplanner to join our team, based in Kent.

We Are Looking For Someone Who Can…

Work alongside our Wealth Planners and Tax Advisers to deliver financial planning advice.
Build relationships and act as a second point of contact for clients.
Produce high-quality, accurate reports.
Get involved in research projects and specialisms.
Support the team in wider business development activity.
Work within appropriate regulatory frameworks and follow our ethical and professional standards.

Do you have what it takes to bring something extraordinary to this vibrant team…

RDR-compliant level 4 qualification, and working towards level 6.
Experience of writing full financial plans / large scale planning reports.
True understanding of holistic financial planning.
Ability to operate with high net worth clients.
Strong technical knowledge.
Well-developed analytical skills.
Ability to work as part of a wider team.
Good organisational skills.
High level of attention to detail.

Are you the kind of person who is…?

A hands on team player who is passionate about making a difference.
Client-focussed and proactive.
Organised and persuasive with the ability to remain calm when things are hectic.
Results focused and self-motivated.
Friendly, positive and straightforward.

A BIT ABOUT US….

An award winning firm with a reputation for excellence, Cooper Parry Wealth offer a distinctly different approach to managing our clients’ wealth. Keeping ahead of the curve is a big part of who we are. One of our core values is ‘Make It Different; to us this means always looking to find a better way, being creative. We combine advice in investment management, tax mitigation, estate planning and risk minimisation, working closely with our Chartered Tax Adviser colleagues and other professionals to deliver high quality, joined-up advice to our clients.
We realise that we cannot do this without first understanding and considering what we call the ‘bigger picture’ – our clients’ goals, objectives, values and ambitions. From family and lifestyle, to their deepest passions, fears and concerns – the reason they get up in the morning and do what it is they do in their lives.

The successful candidate will benefit from generous benefits, including flexible working. We’re serious about developing our people, offering full support for exams, in-house training and a straightforward personal development programme to support career progression.

Our Values – Does our DNA Match?

Make It Happen – Get things done, play to your strengths, and stay focused
Keep It Simple – No jargon, make it clear, less is more
Make It Different – Push boundaries, find a better way, and be creative
Be Generous – Give time, help others, and be grateful
Have Fun – Celebrate success, make the Firm a better place, and smile!

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