FURTHER INFORMATION

We are an independent Chartered Financial Planning firm, established in 2002 on a mission to empower people to understand their finances and make their futures financially secure. We are a small but highly qualified team who provide expert holistic advice and are committed to delivering a first-class service to our clients. We are multi award winners with national accolades such as ‘Chartered Financial Planners of the Year’ and being listed on Citywire’s “Top 100” firms every year since inception. We are employee owned under an Employee Ownership Trust (EOT) demonstrating our ongoing commitment to our team. Our business has steadily grown over the years by personal recommendation and professional referral. However, we remain small enough to provide a highly personalised and individually tailored service, helping to shape the future of financial planning, putting our clients at the heart of everything we do.

The Role

Reporting to board level you will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients’ needs and personal goals.

As a Paraplanner you will be involved in client meetings from the outset and will also have an opportunity to progress into advising, if you wish, when your skills and experience allow.

You are likely to have 3 or more years’ experience in a similar role including technical administration and be qualified to at least DipPFS with a drive to become Chartered. Experience of process review/implementation is important as is working as a bridge between the administration and advisory teams.

Responsibilities

• Prepare for client review meetings and work to understand the client’s financial situation, using cash flow modelling to prepare and write financial plans and post-meeting reports.
• Develop relationships with clients, attending client meetings alongside the Financial Planners.
• Undertake technical research and financial analysis to support the Financial Planners/Advisers in identifying suitable solutions for the client.
• Analyse portfolios, benchmarking, rebalancing and ongoing portfolio maintenance.
• Work with the administrative support team to ensure recommendations are implemented and the highest level of client service is delivered.
• Maintain up-to-date knowledge of developments in the financial planning industry and contribute to development of best practice within the team.
• Adhere to quality standards and deliver the highest level of client experience.
• Follow compliance processes to manage risk whilst ensuring excellent outcomes for clients.
• Process improvements – review, enhance and streamline operational paraplanning processes, systems and procedures to enhance operational efficiency.
• Mentoring/training/support of junior paraplanners and administration staff.
• As for all staff, to contribute to the strategic development and direction of the business.

Skills and Experience

• In depth experience of the financial planning process and an understanding of the associated compliance and risk requirements.
• Driven and goal focussed with the ability to complete tasks under pressure on time and right first time.
• Great attention to detail and not afraid to suggest alternatives to enhance process efficiency
• Graduate level or equivalent with strong numeracy and literacy skills.
• DipPFS or equivalent and desire to progress to Chartered status and or specialise.

Salary and Benefits

• A salary of up to £40,000 (dependant on skills and experience)
• 35 hours per week with a 1pm finish on a Friday
• 25 days holiday in addition to bank holidays
• Auto enrolment pension with up 10% matched employer contributions
• Life Insurance and Income Protection benefits
• On site free parking
• Ongoing Professional Training and Development
• Profit sharing
• Sick pay

If your CV is short-listed, you will be contacted by telephone in the first instance to discuss your experience and the role in more detail.

Schedule

• Monday to Friday
• No weekends

Work Location

In person

Application deadline

Applications can be made through Indeed

28/02/2025