We give first-class advice to clients across the UK whose goal is financial security and peace of mind. We are part of Intrinsic, the largest financial advice network in the UK which is owned by Old Mutual Wealth.
While our financial planners are at the forefront when it comes to delivering this advice, they cannot succeed without the in-depth technical support and analysis that only a skilled paraplanner can provide.
We have vacancies for experienced paraplanners who can demonstrate the following:
- Knowledge of systems and processes that support our business. These include: Quay, Avelo and Defaqto, wrap platforms and other systems.
- In-depth knowledge of the products and services we may use to meet our clients’ needs.
- Proven report writing and presentation skills.
- Diploma qualified or at least working towards qualification.
We only look for people who can demonstrate behaviour in line with our three key values:
Break new ground
Question – be curious
Do the right thing
Deliver on promises
Learn from experience
Open and transparent
Embrace diverse thinking
If you think you have what we’re looking for, apply here.