The Paraplanners

Are you the new paraplanner we're looking for? Tue 9 Jul 2013

We are always looking for new people to join our growing team delivering outsourced paraplanning services to a wide range of financial advisers and planners.

You might currently be a paraplanner, technical analyst, researcher or even an adviser - we don't mind.  We are looking for someone special and if that's you, we want you in our team.

What you'll be doing

Our clients are all successful financial advisers and planners who rely on us to support them and their businesses in a variety of ways.  Your focus will be on preparing high quality analysis, insight and reports and everything that goes with it such as:

  • Defining client objectives
  • Tax calculations
  • Risk profiling
  • Creating solutions and strategies
  • Cash flow forecasts
  • Portfolio research
  • Product research
  • Compliance checks

Being a small company means that you will also be involved in other aspects of our business which include market research, training, due diligence and service propositions. You will also help with developing our report templates and library to make sure they are always up to date and as good as they can be.

We have built efficient processes to deliver our service and you will be comfortable working with these but also happy coming up with good ideas to make them even better.

You will have good technical knowledge across most areas of the market although we don't get involved with mortgages or group risks.  You will already have good qualifications, be willing to get more - we aim for Chartered and Certified - although we don't expect you to know all the answers, just where to find them.

Most importantly you will be able to think on your feet, be a great problem solver, happy working on your own and take pride in delivering a great service. We are a small business with big plans and this is a chance for someone to join us as we grow.

Things we're up-front about

Being a small team means that we all have to get involved in other administrative activities. If you are not happy answering the phone, sending out marketing packs, calling Windsor Life to get missing info (again), then this is not the place for you. We work to deadlines, every day, and are looking for someone who thrives in this environment which can be a bit stressful at times. Depending on your location you may find that you're working from home - there are lots of upsides to this but also some downsides which you will need to be comfortable with.

Oxfordshire or anywhere

We want to hire the best person no matter where they are. We are based in South Oxfordshire in the middle of an orchard with modern offices filled with contemporary art and there is a desk here waiting for you. If you're not local, that's fine. Our company lives in the "cloud" and our team can work from anywhere at any time.

How to apply

Please submit a covering letter explaining:

  1. What you enjoy about being a paraplanner
  2. Why you want to work at The Paraplanners and not somewhere else.
  3. Why we need you in our team

Also, please attach the following:

  1. An example client report (please don't include any real client details)
  2. Your CV

We offer a flexible work environment and package. Email everything to hello@theparaplanners.com with "New Paraplanner" in the subject line. Note: we look favourably on people who get creative with their applications.

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Comments

  1. Gravatar of TiffanyTiffany

    Hi

    I am a recent Bristol University graduate living in Oxford and am very interested in training to become a paraplanner. I have learned that Level 4 Diploma in Regulated Financial Planning is a known course to take and am due to take the R01 exam in January. I've also passed a CF6 exam on the side, however I was wondering if you offer opportunities for graduates with little to no experience and willing to try to attach to someone and gain experience, even if it is work from back office or admin roles from the beginning. If it isn't something you tend to provide, I was wondering if you could perhaps provide advice as there is very little information available that I can find on the internet. Many thanks

    Posted Tuesday, December 8, 2015 at 11:44:13 AM

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