Senior Paraplanner (Wealth-Experts Ltd)


Wealth-Experts Limited

Job Description

What do you get out of this?

Our people are our biggest asset. We’ve built a team that we’re extremely proud of. Our team work incredibly hard, so that’s why looking after them is our number one priority. Ultimately, we want to create the very best place to work. Here’s a few reasons to come and join us, but you’ll find loads more once you get your feet under the table:

Great salary - Negotiable, dependent on qualifications and experience

Generous holiday allowance – 25 days holiday plus bank holidays

Flexible-working hours

Fully funded Financial Services Exams

Health MOTs

Community and environmental work

Loads of social shindigs

A pretty impressive office

Let’s talk about the job

Now you’ve heard about the fantastic benefits, we better tell you a bit about what we’re after.

We’ve got a team of paraplanners and we’re looking for a senior paraplanner to slot seamlessly into the group with a view of potentially leading the team in 12 – 18 months time.

As a senior paraplanner you’ll be expected to deal with the following:-

  • Investment research

  • Preparing and compiling financial analysis data

  • Writing financial planning recommendation reports

  • Client cashflow planning

  • Being involved in some client meetings and helping design planning strategy for clients

  • The client review process

  • Making sure all regulatory and compliance standards are met

Essentially everything you’d expect to do as a senior paraplanner.

Let’s talk a little about us

Wealth-Experts Limited are a firm of Chartered Financial Planners with our central office in Stoke-on-Trent. Since arriving on the scene back in 2008, we’ve always done things a little differently. We don’t just manage client’s money–we work with them to achieve their financial goals. Our aim is to give clients financial freedom to enjoy their lives to the full.

Our core values run through everything that we do. They set the tone and our team live and breathe them. We’re looking for people who value the same things as us:

Teamwork -we work better when we all work together.

Passion -passionate people make the future brighter.

Ambition -always push yourself. But always be yourself.

Community -giving back today builds legacies tomorrow.

Honesty -every great business is built on honesty.