Paraplanner – hybrid – four-day working week – excellent benefits
Cornwall
Salary varies depending on experience
Can you tell a story? We want to unleash the writer in you. We need you to work with our team to understand our clients’ journey, to research options and to help create solutions, playing an active part in their future, with financial planning that makes all the difference.
Recruiter
Jacksons
Posted
4 February 2025
Sector
Paraplanning
Contract Type
Permanent
Hours
Full Time
FURTHER INFORMATION
And we need you to be able to communicate complex plans and solutions in engaging language that anyone can understand.
What are we looking for?
Mainly that you are on the same page as we are when it comes to financial planning, and that you’re a great fit for the team. As a paraplanner there is a lot to consider when working with colleagues and clients. We could list hundreds of bullet points but here are the biggies:
You might be considering this role if:
What does the day-to-day look like?
A bit about us
We’re a team of independent experts with one shared goal: making money work for our clients so that they can live their best lives. Jacksons was established almost a century ago and has been a trusted name in Cornwall ever since. We’re proud of where we’ve come from, but for us it’s tomorrow that matters most.
Our committed team helps clients work towards their goals every day. These goals are what guide us, drive us, and motivate us on their behalf. Yes, we’re financial planners, but it’s not money that excites us – it’s what money can do for our clients.
Our CEO Pete Matthew is an award-winning YouTuber, podcaster and published author – a pioneer of educating the British public about how money works. His efforts in content creation means a constant stream of fascinating, diverse and professionally interesting clients wanting to work with Jacksons from all around the UK.
Working for Jacksons means working with Pete. We have a growing team that we want to nurture, coach and empower to look after our clients in a relaxed yet positive way. Pete is an integral part of this training.
[Unfortunately, the role also means working with Jacob, Elliot and Tom, our existing paraplanners, but they’re not so bad, once you get to know them!]
What we love about working here
If you have taken the time to look at our website, you will see that our people and their wellbeing is at the heart of everything we do. We believe that Jacksons is a ‘vibe’, and we want you to feel part of something special. We are trying to break through boundaries and old traditions to attract both clients and team-members with our culture – people first.
What’s in it for you by joining the team?