Why Join Us?

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it from being a source of anxiety. We want everyone who works here to be proud to be part of our team, and to find fulfilment and meaning in the work that they do.

We are a successful LLP, incredibly proud of our culture and work really hard to ensure that our workplace is a great place for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.

We are an independently owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.

Our firm was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.

Today, we manage and advise on over £11 billion of client assets.

What will I be doing?

• Analyse client information and existing investments/policies
• Tax calculations
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
• Write suitability reports for cases of varying complexity
• Run cashflow models for clients
• Be a point of contact for technical queries for CS and advisers
• Communicating with clients on research and report time scales
• Attend client meetings where required
• Helping to train other members of the team
• Potentially getting involved in some project work to further improve our systems and processes
• Leading Pod meetings
• Undertake peer reviews for the paraplanning team

What sort of person are you looking for?

• Demonstrate a strong technical knowledge and understanding of all financial products
• Hold the CII Level 4 diploma in regulated financial planning, and ideally working towards Chartered status
• Have a minimum of 2-3 years’ experience within a paraplanning role
• Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
• Have a good attention to detail
• Be a good team player
• Excellent communication skills, both verbally and in writing
• Be comfortable with working in a fast-paced environment
• Be organised and able to manage a busy workload

Where will I be working?

• Hampstead office with hybrid working (minimum 3 days in office).

What benefits do I get?

• £35,000 – £50,000 salary (DOE) + quarterly bonus
• 25 days holiday + bank holidays
• Life assurance and income protection
• Pension scheme
• Flexible benefits platform