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At Harpur Wealth Management we work on the basis that expert financial advice is built on a personal connection. Based in Bedford town centre, we are a fairly small team comprising 3 advisors and support staff. We specialise in creating holistic financial plans that match the lives and circumstances of our clients, optimising their wealth across investments, pensions, and ISAs. We’re now looking to expand our para-planning team to two, by adding an experienced professional to help us deliver our client-focused work. We are proud to be part of the Bedford community, which is an attractive market town which has a vibrant community and festival scene celebrating its river and multicultural society, whilst neighbouring an exciting theme park development already bringing new investment to the region.
Role Description
The role of a paraplanner has become central to the wealth management sector. Following any client review or recommendation, a report is required, providing the technical knowledge that underpins our financial advice. As a para-planner, you are the technical support for the financial adviser, sitting between them and our admin team to ensure an orderly and compliant process.
This paraplanner role is an opportunity for a technical specialist, ideally holding the Diploma in Financial Planning, to apply their expertise across a wide variety of interesting cases. Your primary responsibility will be creating the reports that form the backbone of our advice.
The role is also about the future. Harpur Wealth Management is at a point where we’re ready to evolve how we present our advice. We want to fully integrate services like cashflow modelling and estate planning into our core processes.
For this to succeed, the workflow needs to be driven by our combined initiatives, and that’s where your commercial aptitude will be aligned with our own professionalism. You will have the autonomy to help us build a better, more efficient process, whilst working with our junior para-planner to drive our reporting ability forward.
Qualifications
* Diploma in Financial Planning
* Will consider part-qualified with experience
Skills
* Good technical knowledge of pensions and investments
* Strong Report Writing experience
* Able to work effectively by yourself or as part of a team
* Familar with Intelliflo Office
General
To be a successful paraplanner at our small firm we are looking for someone with great personality and enthusiasm who wants to be involved in our firm's development and success. Our client base is varied so there is plenty of opportunity to apply your technical knowledge.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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