Senior Paraplanner (Ovation Finance)

Bristol

Ovation Finance

Job Description

Ovation Finance helps its clients and its employees accumulate life, not just wealth. Our principles are best articulated in the guiding question: “Would you advise your mum to do that?”. Ovation Finance is Employee Owned, with employees benefiting from the Ovation Employee Ownership Trust through a profit-share at the end of each financial year.


Ovation is client-centric, with a warm and welcoming team culture, and flexible in how team members work. We work hard and take pleasure in seeing our clients and employees create the lives they want to live.


The role


Ovation Finance is looking for a Senior Paraplanner to join their expanding team. The role will include supporting the Ovation advisers in their daily activities, in the preparation of reports and recommendations and liaising with clients where required. You will also support the Practice Manager with various advice and compliance requirements.You will work closely with other members of the admin team to ensure cases are being completed, provide support where required and ensure a compliant file.You will be involved in the continuous development of Ovation’s advice and investment proposition. You will become a technical point of contact for both the team and clients, and you will be an integral part of Ovations Investment and Technical proposition.


WIIFMS (What’s In It For Me?)


Professional:


  • Become a co-owner of the business as a beneficiary of the Ovation Employee Ownership Trust

  • Ability to positively impact the business and see the results

  • Be part of a supportive, close knit team

  • Receive internal and external training and exam support to support your individual and the businesses needs


Practical/Logistical :


  • Flexible working hours to suit the individual

  • Family first, meaning flexibility to fit around family needs

  • Mixture of homeworking and office based

  • Full homeworking equipment provided


Other Contractual Elements:


  • Annual salary - £36K-£45K plus benefits

  • Non-contributory pension scheme (7% of all earnings paid into pension scheme)

  • Employee Ownership Trust profit share

  • Death in Service cover of 6 x annual salary

  • Sick pay at full salary for 6 months

  • 25 days holiday, plus statutory holidays, plus additional long-service holiday to maximum of 30 days (all based on full time employee)

  • Private Medical Insurance after successful completion of probationary period

  • Health Club cash-back


Requirements


Essential:


  • Qualified to level 4 CII Regulated Diploma in Financial Planning

  • Started level 6 qualifications and are progressing towards Chartered Status

  • Have a good understanding of the regulations and requirements in a Financial Advice business

  • Be able to provide support to multiple advisers


You will ideally:


  • Have a minimum of 5 years experience in a Financial Advice business and an understanding of the financial advice process

  • Have good attention to detail and accuracy

  • Excellent organisational and planning skills, this includes project & time management

  • Excellent written and verbal communication and numeracy skills

  • Be innovative, creative and proactive

  • Enjoy and thrive upon interaction and collaboration with others

  • Have IRESS Xplan experience (nice to have)

  • Have knowledge of Cash Flow Software

  • Share our Values of Integrity, There’s More to Life than Money, and not advising anyone to do something you wouldn’t ask your mum to do!


Contact


If you are interested please contact Cheryl Frazer at CherylFrazer@ovationfinance.co.uk