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, […]FULL JOB SPECIFICATION
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.MORE ON Cooper Parry Wealth
In Wealth Management Big does not usually mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns.MORE ON EQ Investors
The old financial players are dinosaurs. They’re big, strong and great at acquiring customers – but terrible at serving them. Complicated products. Clunky processes. Confusing jargon. But for many people – be they financial advisers or everyday savers – today’s challengers lack credibility. The digital world of ‘fintech’ may be slick and sophisticated, but it’s just too new to trust. At Octopus Labs, we take the best of both. We fuse track record and technology, expertise and UX, to build financial products the way they should be: trustworthy, rewarding and easy-to-use.MORE ON Octopus Labs
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 […]
Cooper Parry Wealth
13 June 2017
Investment, Pensions, Tax
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!
£Competitive + Comprehensive Benefits Package
Job Title: Paraplanner Reports to / Accountable to: Operations Director Regulatory Functions: Not Applicable Direct Reports: None Core Working...FULL JOB SPECIFICATION
£25k to £35k plus bonus
A rare opportunity for an “intrapreneurial” individual, with a background in paraplanning, to employ their skills and knowledge within...FULL JOB SPECIFICATION