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Paraplanner – Castle Donnington – East Midlands

East Midlands Region

Salary dependent on experience

Cooper Parry Wealth are recruiting for a Paraplanner to join our award-winning team. Based in our Sky View offices in Castle Donnington.

Recruiter

Cooper Parry Wealth

Posted

18 October 2018

Closes

Sector

Investment, Pensions, Tax

Contract Type

Permanent

Hours

Full Time

FURTHER INFORMATION

We believe the traditional wealth management model is broken. It’s focused on products, not what they can help you achieve. And it’s serving the needs of those selling these products, rather than those investing in them. 10 years ago, we made a decision to do things differently. To break the mould. To be the best at what we do. We scrapped the traditional model and created a new proposition. One that helps our clients achieve the things that matter most to them.

So where are we now, 10 years later? We’re one of the leading financial planning firms in the UK. We’ve won numerous awards and we’re a long way towards our ambition of being number one. To make this happen, we need to hire and develop the best talent in the industry. We’re growing fast and we’re always on the lookout for the right people.

We pride ourselves on our team so investing in them makes sense, and we do it well. As part of our offering you get open holidays, flexible working and full study support up to Fellowship and beyond. No wonder we won Best Financial Adviser to work for in the UK, and our parent company, PKF Cooper Parry, came 12th in the The Sunday Times Best Companies To Work For 2018.

The Role:

Here at Cooper Parry we are a strengths-based organisation, which means we identify what our people are great at and what they love doing, and we work towards enabling them to do these things as often as possible, with this in mind we are looking to bring a Paraplanner to join the team and focus on the technical aspect of paraplanning.

What?

• Work alongside our Wealth Planners and Tax Advisers to deliver financial planning advice
• 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

Who? ( Skills required)

• 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
• Enjoys working as part of a wider team
• Organised and results focused, with the ability to remain calm when things are hectic
• High level of attention to detail

Benefits

• 7-7 email curfew
• Open holidays
• 3% non-contributory pension scheme
• Onsite Yoga and HIIT classes
• Career coaching

If you would like to be considered or would like more information, email Bella Minham on bellam@pkfcooperparry.com

EMAIL RECRUITER

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