Join #TeamDA as a ParaplannerAre you an experienced Paraplanner ready to take the next step in your career? Our growing Financial Services team is looking for a dedicated professional to join us. If you hold a Level 3 Certificate in Financial Servicesor ideally a Level 4 Diploma in Financial Planningand have over three years of experience in the financial services industry or a similar role, we want to hear from you.
We are looking for someone with excellent written and verbal communication skills, a professional and committed work ethic, and high personal standards. If you pride yourself on accuracy and attention to detail, can manage your time effectively to balance your own schedule and support senior team members and have a passion for delivering outstanding customer service, this could be the perfect opportunity for you.
Join a team where your skills and dedication will make a difference!
About this role
As a Paraplanner you willprovide effective and efficient support to the Independent Financial Advisers. You willsupport byensuring compliance work is produced in a timely manner providing an accurate, trustworthy and quality service to our clients. You will be a proactive team player helping to move the company forward through business development and supporting innovation.
We are flexible on the number of hours you can work and would welcome applications from candidates seeking part-time and full-time hours, up to 37.5 hours per week. If wishing to work part-time the requirement is to work the back end of the week Wednesday to Friday.
We are open to candidates who wish to work fully remotely or from one of our offices in Cumbria or Southwest Scotland.
Application processPlease review the job description and person specification available on the careers section of our wesbite to understand our role and what we are looking for. If you think this sounds like the ideal job for you, then please apply by submitting your CV along with a summary of why you are suitable for the role, and your current salary (or salary expectations).
The closing date for applications is 10am on Monday 3 February 2025. No agencies, please.
It is hoped to hold first interviews between Wednesday 12 February and Friday 14 February 2025.
Please note we reserve the right to close this vacancy early if we receive sufficient applications for the role.
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