FURTHER INFORMATION

You’ll need to have very strong writing and maths skills. We pride ourselves on the consistent high quality of our work and you’ll need to have the same attitude.

It goes without saying we need you to have great technical skills and we do ask that you have a Diploma or higher level of qualification. If you don’t, we won’t rule you out but you’ll need to demonstrate that you have the high level of knowledge and experience to be able to perform at a senior level.

We all work remotely and there’s no office working. This means you need to have a suitable workspace at home. We have daily meetings and talk to each other frequently during the day, so you’re not alone, but you’ll need to be comfortable with this approach.

We’re open to full-time and part-time applications.

Our core requirements are:

• You have at least 5 years’ paraplanning experience.
• You’re at least diploma qualified and you’re actively aiming higher. You soak up new information like a sponge and love to learn.
• You enjoy digging into the details of a case and have a frankly astounding eye for accuracy.
• You’re a grammar pedant, maybe a bit of a geek, and what’s more, you’re proud of it.
• You’re great at explaining technical things in succinct and simple terms.
• You’re adaptable and can work in different ways depending on the requirements of different advisers.
• You like working from home and are comfortable being part of a small but very supportive team.
• You view problem solving as a challenge, not a chore.
• Integrity is very important to you and you don’t compromise your principles.
• You’re happy getting stuck into case checking / quality control.

We’re conscious that there are lots of outsourced paraplanning firms, and you’re probably spoilt for choice. We want to offer a really good package, so we get and keep the best people! The salary really depends on your level of experience and qualifications – essentially, the more value you bring, the more we can pay.

We offer all of the following:

• Starting salary c. £40,000.
• Bonus (Profit Share) OTE c. £10,000.
• Life insurance.
• Income protection.
• Private medical cover.
• Opportunities for team leader or management responsibilities.
• Flexible working.
• Working from home allowance.
• 5% employer pension contributions.
• 25 days holiday + the working days between Christmas and New Year + bank holidays.
• Exam fees, course fees and study days.
• Daily meetings, a laugh and something technical – ongoing learning and improvement as a team.

To apply, please send your CV to [email protected], along with covering letter explaining why you feel you’re the right person for this role.