Paraplanner

Ovation Finance

Bristol

Ovation Finance helps its clients and its employees accumulate life, not just wealth. Our principles are best articulated in the guiding question: “Would you advise your mum to do that?”.

Ovation Finance is Employee Owned, with employees benefiting from the Ovation Employee Ownership Trust through a profit-share at the end of each financial year.

Ovation is client-centric, with a warm and welcoming team culture, and flexible in how team members work. We work hard and take pleasure in seeing our clients and employees create the lives they want to live.

 

THE ROLE

Ovation Finance is looking for a Paraplanner to join their expanding team. The role will include supporting the Ovation advisers in their daily activities and in the preparation of reports and recommendations. You will also work closely with other members of the paraplanning and admin team, to ensure client reviews are completed and recommendations actioned. You will also be involved in the continuous development of Ovation’s advice and investment proposition.

 

WIIFMS (What’s In It For Me?)

Professional

  • Become a co-owner of the business as a beneficiary of the Ovation Employee Ownership Trust
  • Ability to positively impact the business and see the results
  • Be part of a supportive, close knit team
  • Receive internal and external training and exam support to support your individual and the businesses needs

Practical/Logistical

  • Flexible working hours to suit the individual
  • Family first, meaning flexibility to fit around family needs
  • Mixture of homeworking and office based
  • Full homeworking equipment provided
  • Other Contractual Elements
  • Annual salary – £25-£35K plus benefits
  • Non-contributory pension scheme (7% of all earnings paid into pension scheme)
  • Employee Ownership Trust profit share
  • Death in Service cover of 6 x annual salary
  • Sick pay at full salary for 6 months
  • 25 days holiday, plus statutory holidays, plus additional long-service holiday to maximum of 30 days (all based on full time employee)
  • Private Medical Insurance after successful completion of probationary period
  • Health Club cash-back

 

REQUIREMENTS

Essential

  • Qualified to level 4 CII Regulated Diploma in Financial Planning
  • Have a good understanding of the regulations and requirements in a Financial Advice business

You will ideally

  • Have a minimum of 2 years’ experience in a Financial Advice business and an understanding of the financial advice process
  • Have good attention to detail and accuracy
  • Excellent organisational and planning skills, this includes project & time management
  • Excellent written and verbal communication and numeracy skills
  • Be innovative, creative and proactive
  • Enjoy and thrive upon interaction and collaboration with others
  • Have IRESS Xplan experience (nice to have)
  • Have knowledge of Cash Flow Software
  • Wish to progress your knowledge and work towards achieving Chartered Status
  • Share our Values of Integrity, There’s More to Life than Money, and not advising anyone to do something you wouldn’t ask your mum to do!

Find out more and apply by emailing Tom Morris: tommorris@ovationfinance.co.uk

Subscribe to our mailing list

Become a Member

CPD in a Box, A discount on the annual conference, NextGen Premium content & much more

Get in touch

If you have questions, queries or would like to make a suggestions, please don't hesitate to get in touch with us.