Wanted Fledgling Unicorn. Are you out there?
We are looking for a motivated engaging Trainee Paraplanner.
We are a fast-growing Lifestyle financial planning business looking after ambitious and aspirational clients.
I am looking for someone to be an active part of the team. I don’t expect you to be the uber socialite, but teamwork is really important here and we have each other’s backs.
I do expect you to have a can-do attitude and to be able to manage a reasonable workload and your time effectively
This is a trainee position, so I don’t expect you to know everything, but you need to want to want to learn and improve and to be looking for ways to do things better and we’ll all help and support you on the way.
I am a typical financial adviser and I have all the chaos that goes with client meetings and the unpredictability of a client’s response and need you to help bring order to the business.
I am aware that my role and personality lend themselves to the less structured end of the range. I need you to be part of the team that helps make it all happen swimmingly in the background, so the clients have a fabulous experience with us.
Customer service is absolutely paramount.
The practical stuff
In a perfect world you will have:
Experience within financial services
Started your Level 4 Diploma in Regulated Financial Planning.
Experience of writing suitability reports (ideal but not essential).
Strong communication skills.
An attention to detail and a passion for process and organisation.
A willingness to learn and try new things.
You won’t mind dogs as the Boss’s dog/s are sometimes in the office.
Your day-to-day stuff:
You will support the team with writing suitability reports client plans.
Deal with technical queries and other tasks arising from client requests.
Help create financial plans on Voyant (We can give you training).
Do some basic admin including new business processing and supporting the wider team, we all muck in as one. That’s important.
A small but growing lifestyle planning business.
A team of 4 currently but growing.
Who do the right thing even when no one is watching.
Acting for wealthier clients either at retirement or high earners earlier in life.
Passionate about financial education.
Running Financial Wellbeing courses both in person and online.
Based just outside Hungerford in a pretty farm courtyard.
Competitive salary from £20k - £30k dependent on experience.
Annual bonus up to 12% of your salary.
Pension and benefits.
Full financial and academic support for professional qualifications.
24 days holiday, and we close between Christmas and New Year
The role is office based as it is a trainee position, but there is flexibility and some home working or part time working is possible for the right person.
If this sounds like you, then in the first instance email email@example.com with your CV and let's have a chat.