FURTHER INFORMATION

The role:

We’re looking for an experienced Paraplanner to join our team! This is a permanent position, working from home, and we’ll provide you with all the IT and equipment you’ll need.

Ideally, we need someone in a full-time position.

The majority of the work will involve assessing and writing suitability reports, technical research and project work (due diligence, etc.). However, the role is varied, and you’ll also be attending meetings with our clients (i.e. adviser firms), as well as potentially evolving into consultancy work, such as guiding our clients on their CIPs, CRPs, attending investment committee meetings, and so on.  We also occasionally attend meetings between our advisers and their own clients, in a technical capacity.

The package:

• Base salary dependent on experience and qualifications.  For a Chartered or near-Chartered qualified paraplanner: c.£41,000 pa base salary plus monthly bonuses.  On target earnings: +£50,000 pa.
• 5% employer pension contributions.
• 20 days’ holiday plus office closure between Christmas and New Year.
• Study leave.
• Extra exam bonuses.
• Working hours are 9am-5pm, Monday to Friday.
• Lots of support with CPD, training and attending industry events.
• We’ll provide all the equipment and IT – you just need a comfortable home office to put it in!

What we’re looking for from you:

Our reputation is for excellence in the quality and consistency of our work, and many of our adviser-firm clients see us as their ‘right arm’ when it comes to making decisions about the advice they give and the decisions they make within their business.

This role therefore necessitates you having a strong level of technical knowledge, and substantial experience of working in a Paraplanning position.  You don’t need to have been an outsourcer before – we’ll provide you with training to adapt to the outsourcing world – you just need to bring with you the necessary paraplanning and life skills.

We are particularly looking for someone with:

• Excellent English language and spelling.
• A very good eye for detail.
• A positive and friendly demeanour.
• A sense of humour.
• Common sense, and an ability to work on your own, as well as part of a team.
• The ability to learn quickly, to multi-task, and to manage your own workload.
• Good numeracy and IT skills.
• A curious nature and the confidence to challenge people politely, professionally and diplomatically.
• An honest, reliable and trustworthy disposition.

The application process:

• If you would like to apply for the role, please send your CV and a covering email outlining any background information that you think would be useful for us to know, and details of your experience and future career goal.
• If we would like to take your application further, we’ll invite you to an introductory Zoom meeting with the Directors where we can have a relaxed, informal chat about the role and to answer any questions you may have.
• If you/we would like to proceed to the next stage, we’ll ask you to showcase your skills by undertaking a straightforward technical test, which will involve writing a simple suitability report and undertaking a simple bond calculation (you can use whatever tools you wish to help with this).
• If your technical test fits the bill, we’ll invite you to a formal interview (via Zoom) where you can meet the team and find out more about working with Go Paraplanning.  We will provide you with a list of our main questions in advance of the meeting, so you’ve got plenty of time to consider them rather than being put on the spot!

It’s a rare opportunity to join a lovely, small, friendly company, working with good quality financial planning firms, at the cutting edge of the paraplanning profession. Plus, we take great care of our team. This is a real chance to take your skills to the next level.

We look forward to hearing from you.