FURTHER INFORMATION

About the role…

The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we made the bold decision to do things differently. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

As Paraplanner you’ll provide a high level of support to our Relationship Managers and Associate Advisers. You’ll play a big role in delivering financial plans to new clients and co-ordinating an expert team including tax advisers and solicitors.

As part of a high performing team of Paraplanners you’ll be working alongside our Relationship Managers, Associate Advisers and Tax Advisers in creating financial plans and producing high quality, accurate and compliant reports.

Other day-to-day responsibilities include…

• Provide a high level of technical support to Associate Advisers/Relationship Managers
• Complete the preparation for client annual meetings
• Complete an accurate and comprehensive analysis of client’s financial position
• Creating cashflow modelling using Voyant Go
• Construct the advice underpinning each financial plan
• Responsible for the quality, accuracy and compliance of reports and advice
• Correctly carrying out complex calculations e.g. inheritance tax, carry forward and tapered pension contributions

About you…

As the ideal Paraplanner candidate, you’ll be able to demonstrate the following:

• Experience working as a paraplanner
• Experience in writing full financial plans
• A true understanding of holistic financial planning
• Have worked with high net worth clients
• Strong technical knowledge and the ability to simplify the complex
• Well developed analytical skills and a high level of attention to detail
• Top-notch organisation skills and ability to actively prioritise your workload
• Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
• The Diploma in Regulated Financial Planning
• Working towards the Chartered or Certified Financial Planner qualification (desirable)

About us…

We work with privately owned, not for profit and multi-national businesses across the UK to help them become more aware of their financial position, become more financially efficient, help them grow and much more. But we’re no ordinary firm of accountants and business advisers.

We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK… and our vision is to continue.

Over the last couple years alone, we have achieved some fantastic feats:

• Partnered with Waterland Private Equity since July 2022, and are now on a lightning-fast growth journey
• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Placed Top 3 in the mid-size category at the Inspiring Workplace Awards and 13th overall at the Inspiring Workplace Awards, against all businesses of all sizes across Europe, Middle East & Africa
• B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
• Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023

What’s in it for you…

We have always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:

• Supported development with tailored training to help you learn and progress
• Open Holidays – unlimited paid annual leave to take what you need to feel well rested
• We are currently undertaking a 100-80-100 trial, otherwise known as a “4 day work week trial” to reduce our working hours by 20%
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.