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WORK WITH US

Paraplanner - Part-Time

We are seeking to fill the above position that has arisen due to an increase in workload caused by the demands of our expanding client base.  

 

Salary dependent on skills and experience. Flexible hours to fit in around family life considered for the right candidate - around 23 hrs/week. Potential to develop into full-time role.

We use a number of financial services software packages, including Intelligent Office, PlanPlus Global, O&M, Trustnet, CashCalc, etc.  We also use the service of Financial Services support provider, ThreeSixty Services.

The successful candidate will be dealing with all aspects of financial planning and will have direct contact with clients.

Ideally, the successful applicant would have achieved the CII Level 4 qualification, or currently be studying towards this qualification and will have a sound academic background.

We would expect you to live within a 10 mile radius of our office.

Apply with your CV and a covering note outlining what skills you will bring to our company.


 

Trainee Chartered Financial Planner

We are seeking to fill the above position that has arisen due to an increase in workload caused by the demands of our expanding client base.  This is a fantastic career opportunity for a bright and enthusiastic Trainee Chartered Financial Planner to work alongside our Financial Planners.
 
The successful candidate will be expected to complete their CII’s Level 4 qualification to achieve a Diploma in Financial Planning within an 18 months time frame. Once achieved, you will then be required to take exams to qualify as a Chartered Financial Planner.
 
Training and Qualifications will be funded by the company and a full mentoring program will be implemented. 
 
The vacancy should appeal to a University Graduate with a minimum 2:1 degree or to a School Leaver with good grades.
 
We would expect you to live within 10 miles radius of our office.
 
The successful candidate needs to show a desire to work in Financial Planning and be comfortable studying and passing exams.
 
Apply with your CV and a covering note outlining what skills you will bring to our company.

Work Experience

We currently have no work experience opportunities.  Should an opportunity arise, we will post it on this page.