Stop for a moment and ask yourself this…
What do you really want from your job and more importantly, from your life? After the intense efforts of the past few years, have you really had the chance to consider where your career should take you next and what ‘success’ really looks, and feels, like for you?
And is that where you’re heading, right now?
We always have our eye out for top talent that share our values of Ambition, Work SMART, Believe you can, Winning together and Exceed others expectations to join our awesome team. If you feel this describes you, then do please get in touch for a chat.
We are actively recruiting for:
This is a rare opportunity for an experienced Paraplanner (Financial Planner) to join one of the leading Financial Planning firms in the UK. Working alongside the company Directors you will support the provision of holistic financial advice to over 100 client families. You will also have the support of an administrative team and a team of trainee analysts, enabling you to dedicate 100% of your time to technical research and planning with clients, helping to create and manage their financial strategies.
If you’d like to know more, full details can be found below. If you would like to apply, please email your CV and covering note to firstname.lastname@example.org.
Senior Paraplanner. £45-65,000 (dependant on experience) plus generous benefits package including 24 days’ holiday + bank holidays + excellent company pension + study support as required etc.
You will also benefit from flexible working including a four-day week, without any salary sacrifice.
The Role: This is a rare opportunity for an experienced Paraplanner (Financial Planner) to join one of the leading Financial Planning firms in the UK. Working alongside the company Directors you will support the provision of holistic financial advice to over 100 client families. You will also have the support of an administrative team and a team of trainee analysts, enabling you to dedicate 100% of your time to technical research and planning with clients, helping to create and manage their financial strategies.
The Company: Brook-Dobson Brear [bdb] are a forward thinking and successful Financial Planning firm, established in 2006 and operating from contemporary offices in Harrogate, Yorkshire (HG2).
They work as Personal Finance Directors for materially successful (high net worth) clients, predominantly senior executives and business owners, helping them live truly successful lives through the delivery of life changing financial planning.
Our Values: Believe you can, Winning together, Exceeding other’s expectations, Work smart, Ambition
Assist the Directors in the delivery of world class client service.
Portfolio analysis – performance, asset allocation, progress towards goals and investment committee research.
Assist with the preparation of investment recommendations with all attendant tax planning opportunities observed.
Prepare compliant advice letters, detailed reports and financial plans.
Create and maintain clients’ cash flow forecasts and assist with their presentation in client meetings.
Ensure all supporting documentation and back office systems are maintained as per company procedures and processes and that all client files remain compliant.
Provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.
Attend client meetings with planners as required and produce follow up work to the highest standards of timeliness and accuracy.
Assist in the processing and successful implementation of all clients’ financial plans.
Technical research – regulatory, investment and product.
CPD – ensuring you remain fully up to date with developments in legislation, investment and technology.
Contribute to development of best practice within the Financial Planning Team.
Skills and Experience required:
Minimum 3 years’ experience in similar role (Financial Planner, Paraplanner, Financial Advisor).
Diploma in Financial Planning (Dip PFS).
Attained (preferable) or working towards Certified/Chartered Financial Planner qualifications (support with this will be provided if required).
Experience of holistic financial planning and dealing with high net worth clients with complex financial planning needs.
Knowledge of all areas of financial planning – investment, pensions (including defined benefit transfers), protection, estate planning etc.
In depth knowledge and experience of cashflow modelling.
Professional appearance and comfortable and confident manner in front of company executives and demanding entrepreneurs.
A collaborative team player and an exceptional relationship builder.
Articulate, numerate, analytical with communication skills of the highest standards, both written and verbal.
The successful Paraplanner (Financial Planner) will enjoy a highly rewarding career working for an award winning and progressive company who invest in their staff and value and reward individual contribution. Get in touch!
“The insights and approach are invaluable for taking control of your personal finances and therefore life choices.”