Paraplanner
Can you tell a story? We want to unleash the writer in you.
Great - you’re still here! Now here’s the question: could we be the right fit at the right time for you?
We need you to work with our team to understand our clients’ journey, to research options and to help create solutions, playing an active part in their future, with financial planning that makes all the difference.
And we need you to be able to communicate complex plans and solutions in engaging language that anyone can understand.
What are we looking for?
Mainly that you are on the same page as we are when it comes to financial planning, and that you’re a great fit for the team. As a paraplanner there is a lot to consider when working with colleagues and clients. We could list hundreds of bullet points but here are the biggies:
* You must be open-minded. We celebrate our differences here and work with clients from all walks of life.
* We are all about financial planning here. We challenge our clients’ thinking - and each other’s - to find the best solution, so having a brain that likes to solve problems is important.
* Communication is key. You need a true understanding of what it takes to work within a successful and focused team. You need to know your own mind but be willing to hear others out.
* Willing to grow. We are a busy practice and you will be fully involved from day one. Knowing how you work and at what times of the day you are at your b...