Paraplanner with Sizzle

Brown Dog Financial Planning

Berkshire

You Are…

  • Organised and process driven
  • A Problem fixer
  • Delighted when a plan comes together, and everything works effortlessly
  • Forward thinking and likely to look out for ways to do it more efficiently (We love new tech here)
  • Probably a bit of control freak, but that’s ok
  • Generally a bit geeky, nosey and inquisitive

 

You Have…

  • Level 4 Diploma in Regulated Financial Planning
  • 2 years’ experience in a paraplanning role
  • A strong knowledge of all investment, life and pension products, legislation, tax and compliance
  • Excellent analytical skills
  • Great research, report writing and communication skills
  • Excellent collaboration, admin and organisational skills

 

You Will…

….be responsible for:

 

  • Creating financial plans
  • Building cashflow models (in a perfect world you’d be Voyant ninja, but we can teach you.)
  • Writing suitability reports and supporting in client meetings
  • Have great attention to detail, (because we all know Advisers are not strong here)
  • Making process improvements and enhancing our client experience
  • Be keen to work on HNW interesting and challenging cases
  • Not be a prima donna, sorry there is no room for drama
  • Not mind the Boss’s dog being in the office

 

We Are…

  • Primarily a Financial Life planning business with big plans, so there is room for your big plans and goals too
  • Purpose driven to help as many clients actually live their dreams as possible
  • Primarily about the life and goal planning than the pension or investments although there’s a place for both
  • Innovative and forward thinking (don’t leave the boss in the office alone for long she comes up with big and crazy ideas)
  • Building a second business through social media to educate and help new business owners make better financial decisions sooner.
  • Friendly, Professional, Normal people based in a pretty farm courtyard just outside Hungerford, Berkshire.

 

What’s in it for you…

  • A decent salary £35,000-£45,000 depending on what you bring to the table
  • Pension contributions
  • 24 days holiday, plus your birthday off and we close between Christmas and New Year too
  • Flexibility in where and how you work, although we’d like to actually see you sometimes too
  • Progression, Purpose and Prospects
  • Mentoring and the opportunity to make this role what you want it to be.

If this could be you, then please send your CV to Jayne Johnson at Better People – jaynej@betterpeopleltd.co.uk.

If you think this is mostly you, and I really mean MOSTLY not it’s just another job I could apply for, but you’re not quite there with the Diploma Exams then email and make a REALLY good case for why you are ideal for this role.

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