Eparaplan Connect is an outsourced adviser support business that is affiliated by ownership with the large Quilter firm Lifetime Wealth management. We manage our own business and team as well as the admin and paraplanning team at Lifetime. What this does mean is that we have a direct route to advising for our paraplanners who wish to advise and for those who don’t, opportunities to specialise in many areas.
We are looking for a senior paraplanner to come in and WOW us! You need to be technical and know your stuff with financial advice, taxation, trusts, EIS, VCT, DB etc, with an ability to train your team of paraplanners and develop administrators into new paraplanners.
You will need to know how to manage large workloads, delegating cases to paraplanners and organising information when needed to be collated with the admin team.
You will be working across 2 businesses who work as one - you will need a good head for multi-tasking and staying focussed.
This is a role with responsibility and autonomy, so if you are the following, we want to hear from you:
Experienced paraplanner, with some industry qualifications
Process manager – we have oodles of processes to create, review and manage
People manager – able to assign cases, check work and coach junior paraplanners to improve their quality and careers
Flexible – can you cope with a variety of file types, processes, systems and standards, and can you reprioritise every day?
Problem solver – we deal with imperfection, and we love it! Report writing is a skill, solving problems and helping clients is something else!
Multi-tasker – can you write reports, gather information from clients and coach your colleagues at (almost) the same time?
Knows how to Prioritise – always aware of deadlines and customer & business needs
Effective communicator – build relationships and trust, and get what you need
Commercially minded – can you be accurate and efficient?
Team player – happy to pick up a colleague’s work, or do the admin if needed
Have a sense of humour and don’t take yourself too seriously
Excellent customer service skills
Strong written communication skills
Experience working in a financial services environment, ideally part DipPFS qualified, but not essential.
Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment
Maintain a relevant level of CPD
Salary banding of £40-48k.
Opportunities for career progression (inc. paraplanning, management, compliance, advice)
Funded exam support plus 2 days off for revision and the exam
Birthday voucher & cake (sometimes with cream!)
Death in Service
Pension – Automatically enrolled into our Workplace Pension after completion of 6 months of service with a 3% Employer Contribution and 5% Employee Contribution
A great holiday package, with Xmas shutdown in addition
4 x Team event days out of office
Evening team events
Cycle to Work Scheme
Tech purchase scheme
On site free parking
Office tea and coffee with snacks
Weekly Yoga session
Team well-being check-in system
Early closure on Fridays
Free comfy uniform, teeshirts, hoodies etc.
How to apply
We offer a minimum salary of £40k with a maximum in this banding of £48k. Further pay rises would occur when moving up to a paraplanning management role.
Please apply to email@example.com with your CV, location and desired working pattern and salary.
We are proud to be an equal opportunity employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. We recognise menopause and endometriosis and make provisions for these as well as neurodiversity.
Prior to joining we ask if there are any provision we can put in place, where possible and reasonable, to make you as comfortable as possible in a working environment, both in office and at home.