We are recruiting – Paraplanners

We, The Paraplanning Hub, are adding to our flexible talent pool again! We are looking for those people, the flexible ones who are passionate about the detail behind financial planning but prefer the freedom to work to suit their lifestyles. The ones who believe all good financial planning starts with evidence of suitability. Those paraplanners… 

Unless you can commute to our Castle Eden head office or Grimsby administration hub you will need to be happy, able and willing to work from home (or anywhere else you deem suitable), ideally have at least 24 months financial administration and or paraplanning experience. We also expect you to be good, really (really) good at what you do and have a keen eye for detail.

We been trading for three years, although we are 28 years in the making. With our managing director and business founder having 28 years of experience as an IFA, a chartered financial planner and senior paraplanner.

We don’t ask our paraplanners to work 9 am until 5.30 pm Monday to Friday (not unless they really, really, want to).

What we say instead is, if you can commit to give at least 2 day or more a week to your passion, for a minimum of 30 weeks a year, then why not build your own schedule? A bit of pick and mix if you like. What about all day Tuesday, half a day Monday and Thursday and never on a Friday! 3 days a week , 2.5 days a week and again, never on Fridays! 7.00 am until 2pm if it suits you or what about 11.30 am to 6.30 pm, no school term work (they grow up so fast), whatever works for you (no pun intended). You take your pick.

We are recruiting - Paraplanners

We are looking for those paraplanners who could spend the first part of a day on FE doing investment research and then switch to Selecta Pension to do a final salary transfer analysis and then finish writing a IHT planning report. We need flexible people with the right skills but more importantly we need people, those paraplanners, with the passion to enjoy doing a mix of real paraplanning.

All cases are managed online via our Paraplanning Hub so you will need good access to the internet, although we will supply a dedicated pc or laptop.

We have some great and varied financial planning clients based all over the UK and the word of mouth referrals keep growing. What they all have in common is that they love what we do and how we do it.

Your earnings? We offer a full time equivalent salary from £18,000 to £30,000 plus a matched pension, 25 days holiday (on top of public holidays) and other benefits.

Your career opportunities? We will support all paraplanners in achieving relevant qualifications. Obviously this includes a suitable level four financial planning diploma, but we are happy to support you in achieving more, such as becoming a Chartered Financial Planner or a CFP. We also want to build a team of client managers who can support a portfolio of financial planners whilst managing a team of junior paraplanners and administrators. As such we know this requires more rounded skills, such as the ability to manage and communicate effectively. These skills need to be developed and we will support you on this track, if this is what you want to achieve.

Interested? Are you one of those paraplanners? Then why not get in touch for a chat.

This is a rare opportunity to join a growing team where the working hours are totally flexible to suit you.

Our package is 100% geared towards you being in control of your working schedule whilst leaving the client management and administration part to us.

If you are interested in joining our paraplanner team why not contact us below