September 2017
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

 

Possibly the best para-life-planning role in the world

London (Central)

£30,000 - £45,000 Basic (depending on experience)

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector. YOU: You are a star Paraplanner with several years of experience. You have a passion for life planning, and helping clients achieve their goals and dreams. You get frustrated by advice only focused around one product, […]

Recruiter

Octopus Labs

Posted

3 July 2017

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

YOU:

  • You are a star Paraplanner with several years of experience.
  • You have a passion for life planning, and helping clients achieve their goals and dreams.
  • You get frustrated by advice only focused around one product, on one need, or just targeting blatant asset gathering.
  • You love tech and see opportunities to innovate across the planning process for the benefit of financial advisers and their clients.
  • You have lots of ideas about how paraplanning processes could be improved and want to bring your ideas to life.
  • You have a Certificate in Paraplanning or a Diploma in Financial Planning.

US:

  • Privately held company, launched in a bedroom 15 years ago, now with 500 employees and £6 billion under management.
  • We work with over 3500 financial advisers, and are one of the leading innovators in the sector.
  • We’re also one of the largest VCs in Europe.
  • We love entrepreneurs.
  • We are building a series of Fintech solutions that will take the industry by storm.
  • We think financial advisers can use technology and new ways of working to help their clients, and make life planning accessible and the new ‘norm’.

WHAT?

  • You will be a key part of a small team that is building solutions to allow advisers to give their clients amazing life planning focused solutions.

WHY?

  • Flexible working hours.
  • Stunning office based in Central London.
  • Competitive salary & benefits.
  • Very diverse/multinational team.

WHAT NEXT?

  • If this is the job you have been waiting for then please send us a brief cover letter and a CV.

Click here to apply

EMAIL RECRUITER

Related Jobs