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Paraplanner
Chartered Financial Planning firm that exists to educate, enrich, and empower all through our goal-based holistic financial planning. Our reason for being is to provide clients with security, peace of mind, and the ability to focus on what truly matters in life.
We strive to positively influence lives through financial planning, and we achieve this by living out our core values in all the work that we do. As part of our team, you’ll play a crucial role in helping us make a meaningful impact on our clients’ lives. We’re driven to be problem solvers, pioneers, and growth-oriented, and we genuinely care for our clients and each other. These values shape everything we do — from helping clients navigate life’s challenges, to creating innovative solutions, to building a collaborative, growth-focused environment for our team.
Our ethos of kindness, collaboration, and growth ensures we build and maintain strong partnerships with our clients and among our team. It’s why we’re recognised as one of the top financial planning companies to work for and regularly named a Top 100 Financial Planning company.
By valuing great communication, strong data, and efficient processes, we empower our skilled team to deliver exceptional client outcomes and experience the satisfaction of meaningful work.
About you
To thrive in this role and embody our values, you’ll need:
- A problem-solving mindset: Strong technical knowledge and understanding of the complexities of investment, pension, and life assurance products, including their benefits and taxation.
- Pioneering spirit: Holistic planning expertise, with an ability to see the 'big picture’ and help clients achieve life goals by integrating tax allowances, trusts, and business structures into holistic financial plans.
- Growth mindset: Experience across a wide range of financial planning areas, with a commitment to continual learning and improving your expertise.
- Care and attention to detail: Exceptional attention to detail, a positive approach, and organisational skills that ensure clients’ financial plans are executed seamlessly.
Technical Skills:
- Ideally, you will have Diploma status and at least 3 years of paraplanning experience.
- Strong capability with technology and systems, including Excel and experience using cashflow forecasting (ideally Voyant) and other financial planning tools.
Responsibilities
- Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
- Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
What we offer
- A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
- Comprehensive training and mentoring, with all qualifications and development costs covered.
- Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday-Thursday, with remote working on other days.
- An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
- This is a full-time and employed role. Salary depends on experience.
