Join Our Team

Are you someone who is:

• enthusiastic and motivated
• well presented, courteous, and friendly
• honest, respectful and trustworthy

Do you:

• have a positive mental attitude
• have high personal expectations and ethical values
• always do your job to the best of your ability

If this sounds like you, we would be keen to hear from you…

Available Job Roles

1. Paraplanner

Job Type: Full Time / Part Time Permanent

Location: Birmingham B3

Salary: dependent upon ability, technical knowledge and experience

We are looking for a hardworking, self-motivated individual to join our team. The ideal candidate will be Level 4 Diploma Qualified with experience in Financial Services, although, if you’ve just made a start on the Diploma exams, we’d still be pleased to hear from you. We are looking for a kind and caring individual as we put the client at the heart of everything we do; we want staff who care about our clients but it’s also good if you excel at your job as well.

Key Responsibilities

• Build relationships with Advisers to provide ongoing support
• Manage your own client list and execute all paraplanning aspects for your case list
• To be the main point of contact for clients who contact the office with queries
• Build meaningful relationships with clients, attend and document client meetings
• Maintain administration systems and ensure client data is accurate and up to date
• Prepare and format Suitability Reports for clients
• Create and refine cashflow/financial models and suggest planning strategies

2. Financial Services Administrator

Job Type: Full Time / Part Time Permanent

Location: Birmingham B3

Salary: dependent upon ability, technical knowledge and experience

Again, we are looking for a hardworking individual, who is self-motivated. Maybe you were previously an adviser and you want to take a step back from this role, or maybe you simply want to leave work at work once you finish for the day! If this sounds like you, we may have the perfect role. The ideal candidate will have at least 2 years’ experience in financial services and system competence for Voyant and JCS. The latter is not essential, provided that you are a quick learner and give 100% to your role.

Key Responsibilities

• To provide efficient administrative support to both Advisers and Paraplanners
• Preparing client annual review documents
• Ensuring appropriate documentation is scanned and attached to the relevant client record
• Preparation of correspondence including letters and emails
• Updating Back Office System
• Preparing Application Forms
• Assisting with investment fund switches

About us

We are a small firm so we have a small company culture. This means teamwork is a must as we all play our part in ensuring the smooth running of the office. This can include jobs as diverse as making drinks or changing light bulbs.

Why would you want to work for us?

We excel at what we do so we have delightful and appreciative clients for life. We have efficient and dedicated paraplanners who love their job. We have a great business model with a small number of high value clients paying annual fees in return for a very high level of service. We only work clients we like! We continually push back the boundaries of good financial planning by incorporating both Life Planning and Coaching into our business proposition. We are a financially stable and secure company as we practise what we preach to clients.

• We are a small enough firm to notice when you work hard and reward when you go the extra mile.
• We will be supportive when you have difficulties, understanding of your family commitments and flexible when necessary. In return, we expect loyalty, honesty and respect.
• When the firm does well, all will participate in that success through:
  • Bonuses
  • Praise and recognition
  • Career progression, where appropriate
• We expect full commitment during your working hours but we also expect you to leave work on time so that you can have a life.
• We will support you in developing your career, providing financial assistance with your exams.
• We offer 24 days annual leave (increasing with service) plus bank holidays, death-in-service benefits, income protection insurance, medical expenses insurance and a pension plan.
• We have a great reputation as a firm of excellence, integrity and technical excellence built up over 80 years.

If this sounds appealing, please send us your CV with a covering letter explaining why you think you would fit into our team.

We will use your name, email address and contact number to contact you about the application you have submitted. For further information on how your information is used, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Staff Privacy Policy.