My client are a fast growing start up looking to change the face of financial advice and the way it’s delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.
They want to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by innovative technology, they empower customers to go beyond just making smarter financial decisions to living the lives they dream of.
About the role:
They have an opportunity for a brilliant, experienced and technical paraplanner to join their wonderful team. Your title will be 'Financial Planner'. This is an elevated role compared to much of the industry where, rather than reporting into a financial adviser, you'll form part of a specialist planning team.
While a non-client facing role, you will get involved in all areas of financial planning and will be responsible for owning the end-to-end advice process, deciding the recommendations and curating the financial plans for customers, whilst helping shape processes and the way the firm provide advice for years to come.
This role will excite those who are passionate about the industry they work in and seek to take on more responsibility within a forward-thinking firm. They are a planning led firm that leverages technology to empower the planning team to focus on the important areas which need their expertise - creating fantastic advice for customers.
What you’ll be doing:
* Creating brilliant advice for customers
* Being a technical expert on all things financial planning
* Cashflow modelling
* Analysis of clients existing products and investments
* Ownership of individual planning projects requiring technical expertise
* Maintaining the pinnacle of standards of advice for customers
* Designing and refining processes and ways of working
* Working with the tech team to help remove admin and drive efficiency
* Helping to train, support and manage more junior colleagues and admin support
Requirements
* Qualified. We are looking for Chartered (or near Chartered with 1-2 exams remaining) qualified candidates for this role. You’ll also have ~5 years of experience preparing advice for clients and have a broad range of experience in many areas of advice.
* Technical. You will be the go to technical expert in the team whenever anyone in the team needs help with thorny or complex cases. You should have a deep understanding of complex estate planning issues, trusts, safeguarded/defined benefits, and all the weird and wonderful rules of pensions.
Benefits
* Join a firm with genuine purpose and impact on customers, along with a strong moral code
* Competitive salary + benefits (bonus, pension, private medical, income protection, death in service)
* Potential to get equity in the company in the future
* Budget for additional learning / cost of exams
* Electric vehicle leasing through salary sacrifice / cycle to work scheme
* Flexible working hours and hybrid remote working ((typically 2-3 days a week working in the office)
* Exceptionally open and diverse, multinational team
* Entrepreneurial, creative environment