Financial Services Jobs


Posted 1 month ago


We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us. We don’t just say these things we act upon them. We know our people are the ones that truly make the difference. That’s why we are introducing a 4-day week, unlimited holidays as well as flexible and hybrid working.

About the role...

As Paraplanner you’ll manage a portfolio of High-Net-Worth clients and provide a high level of support to our Relationship Managers. You’ll play a big role in delivering financial plans to new clients and coordinating an expert team including tax advisers and solicitors. You’ll also play a key part in client meetings becoming a true point of contact.

What you’ll be doing…

  • Working alongside our Relationship Managers and Tax Advisers in creating financial plans
  • Managing an existing portfolio of clients and completing an accurate and comprehensive analysis of a clients’ financial positions to ensure they stay on track to meet their goals
  • Producing high-quality, accurate and compliant reports
  • Providing a high level of support to Relationship Managers in client meetings

Day-to-Day responsibilities…

  • Running case conference meetings to construct the advice underpinning each financial plan
  • Carrying out a comprehensive GAP analysis on clients’ existing situation
  • Attending discovery, planning, and annul progress meetings to provide the Relationship Manager with support
  • Presenting cashflow modelling to clients during meetings
  • Creating technically accurate advice reports
  • Correctly carrying out complex calculations e.g. inheritance tax, carry forward and tapered pension contributions

What you’ll need…

  • Experience working as a paraplanner
  • Experience of writing full financial plans
  • A true understanding of holistic financial planning
  • Have had some experience or theory of dealing 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 able to actively prioritise your workload
  • Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
  • Ideally hold a Chartered or Certified Financial Planner qualification but as a minimum hold the CII Diploma in Regulated Financial Planning or Level 4


What's in it for you...

We are building a truly modern workplace culture... we’ve always believed in trusting our people to make the right decisions for themselves. From how you dress (our only rule is ‘wear something’) to when you work (we have no ‘core hours’) and how often your holiday (we have an open holiday).

We now give our people the opportunity to work flexibly, and potentially from anywhere, giving our people the trust and accountability to deliver to the required standards of their role. 

Play to your strengths, we say. Create a role you’re truly passionate about. Then, work flexibly to design a life that’s right for you.

Our reward package reflects the fact our people are at the heart of our culture. Why? Pretty simple really… if our people love working here then they do amazing work.

Interested? Click apply and a member of the Recruitment Team will be in touch.


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