This highly respected central Bristol based financial planning firm, with a loyal and long-standing client-base, who were very much ahead of the curve in terms of offering a fee-based service well before RDR, would like to engage with Paraplanners who are committed to excellent client service delivery and have a real desire to play a key proactive role within a successful financial planning business.
This is not a role where you’ll just be told what to do and given reports to write; this a position where you’ll be recognised and treated as a Senior Paraplanning professional; a chance for you to work with the whole team i.e. senior management, operations and financial planners in order to help refine, and contribute positively to their overall client service proposition that consists of working really closely with clients, using coaching skills, to define clients’ financial life goals & aspirations and then put the appropriate plans, through financial planning advice, in place to help shape that financial journey.
You’ll also get the opportunity to utilise your technical knowledge and play a significant part in chairing the company’s investment committee.
As well as the usual paraplanning duties i.e. research, producing client reports, sitting in on client meetings, as required, etc you’ll benefit from working within a really close-knit team of financial planning and support professionals where there’s a 'no them or us’ type environment - where the client is at the heart of all they do; the success of the business is completely down to their people, the way they all interact with their clients and the overall service they provide as a cohesive unit.
The owner of the business is well-known and respected within the financial planning profession through his blogs on platforms such as Adviser Lounge, Podcasts and general social media and is a real advocate of promoting professionalism within the financial planning sector as well as encouraging the development of younger and newcomers to the industry.
Ideally, you’ll have a minimum of Level 4 Diploma in Financial Planning or the Certificate in Paraplanning Qualification (Chartered status would be advantageous) together with demonstrable paraplanning experience, as well as experience in the principles of lifetime planning & cashflow modelling with a real desire to help contribute to way things are done within the business and help shape the advice process going forward.
Salary: up to £45,000 + additional payment of up to £5k based on individual and company performance plus benefits. Flexible working hours, Pension and PMI.
If the sound of this opportunity interests you, please apply now for further details and we’ll contact you to arrange a mutually convenient time to discuss this is in more detail to ascertain if it's something you'd like to progress with. You'll be given more information about the role & and you'll also be given an idea of what the interview process looks like/entails etc.
If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful. The only reason you will be deemed as unsuccessful will be because you either do not have the key experience OR the right level of professional qualifications required for the position.
Please note all third party applications will be forwarded to Sandringham Wood.