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We are a multi award-winning financial planning firm, holding the prestigious titles of Chartered Financial Planning Firm and also an Accredited Financial Planning Firm. The awards and accolades we have achieved are a testament to the quality of the work and service provided by our team to our clients and shows we are committed to being the best financial planning firm that we can be.
We are a small but highly qualified team providing full financial planning that is independent and an excellent level of service to our high-net-worth clients. We have a clear focus on doing the right thing for our clients, in the right way.
As a steadily growing financial planning business, we offer a superb working environment and ultimately a great opportunity for a Paraplanner looking for the next move. We will provide you with support and direction to help you develop your skills, with the ability to progress as the business grows and you will have ample opportunity to contribute to the development of the business.
Key Purpose of the Role
Responsibility for providing excellent paraplanning support to the Financial Planners.
One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer…..
We believe it’s important to support our team, which is why we provide an excellent benefits package.
* Competitive Annual Salary £35,000 to £55,000 - dependant on qualifications and experience
* Potential Bonus up to 15% of Salary
* 35 Days holiday, Including Bank Holidays
* Additional days leave so that you never work on your birthday
* 1 day for volunteer/community work day each year
* Group Pension with 7% employer contribution, alongside a 5% employee contribution and salary
* sacrifice is available.
* Ongoing support of time and financial assistance for training and qualifications.
* Some flexibility of working arrangements are available.
* Free Car Parking
Skills and Experience
* You will hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and / or Certified financial planner status.
* You will have a minimum of 18 months experience in a similar position.
* Good understanding of the financial planning process and associated compliance aspects.
Please send your CV and a short covering letter to sarah.elson@berryandoak.com explaining why the opportunity interests you and why you would be a valuable addition to our team.
We look forward to hearing from you.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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