Overview
We’re looking for an exceptional and experienced Paraplanner to join our growing team. Ideally you will be Level 4 qualified and starting to work towards Level 6, with at least 2 years' experience in a report writing/technical role.
This is predominantly an office-based role in Worcester.
The Requirements
You’ll be an ambitious team player in possession of a growth mindset and a strong work ethic. You have a keen eye for detail and are prepared to always go that extra mile for the good of the client and your colleagues.
In addition, you’ll also have a care for community, the world around us and a strong social and moral compass. To be successful in this role you’ll:
* Have a minimum of 2 years paraplanning/technical report writing experience.
* Ideally be at least Level 4 qualified and possibly on the journey to becoming Chartered.
* Possess an understanding of relevant regulation and legislation.
* Have an understanding of investment, retirement and protection products and attitude to risk.
* Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure.
* Be articulate in terms of both industry language, tools and software systems.
* Share our belief in independence and the primacy of the client.
* Have experience working with Microsoft Word, Excel and Outlook.
* Demonstrate ongoing commitment to your own development.
The Role
To support and assist in the functioning of our technical department. To allow us to achieve and deliver outstanding client outcomes, our business objectives and our regulatory obligations. Responsibilities will include, but not be limited to:
* Preparing review packs for client meetings.
* Writing client reports and recommendation letters.
* Preparing advice packs and application/nomination forms.
* Submitting requests for information to providers.
* Cashflow planning.
* Research using our tools and recommended provider and fund lists.
* Maintaining client records on Intelligent Office and SharePoint.
* Collaborate with financial planners to ensure outstanding client outcomes.
The Reward
We believe in looking after our people; and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That’s why all our people receive:
* 25 days paid holiday plus birthdays and bank holidays.
* Matched pension contribution up to 4% earnings.
* £50k Critical Illness Cover.
* 4 x Death in Service Cover.
* Private medical Insurance.
* Additional support for training and development with costs of further qualifications covered by the business.
* Carbon footprint off-setting.
* Two paid volunteering days per annum as part of our community support programme.
The successful applicant will receive c.£35k - £40k per annum (depending on qualifications and experience).
About Bespoke Advice Ltd
At Bespoke Advice we take pride in combining extensive financial services experience, knowledge, and best practices.
As a truly independent, full-service, Chartered Financial Planner, we are dedicated to achieving and setting the highest industry standards.
We are committed to the wellbeing of our clients, staff, the environment, and our community, building a sustainable advice business for today—one that will help shape the future of financial advice.
As a B-Corp, we’re proud of the business we’re building and the beliefs that guide us.
We stand for integrity, authenticity, and meaning. We value compassion, respect, and kindness, recognizing our responsibilities to others and the role of philanthropy, charity, and harmony.
With humility and dependability, we strive to empower people, helping them live their best lives, always tailored to their dreams and aspirations.
Click Apply Now to send us your CV
Job Types: Full-time, Permanent
Pay: From £35,000.00 per year
Schedule:
* Monday to Friday
Ability to commute/relocate:
* Worcester, WR1 1HD: reliably commute or plan to relocate before starting work (preferred).
Application question(s):
* Please write a short synopsis summarising why you would like to join Bespoke Advice and what skills / attributes you can bring to us.
Experience:
* paraplanning: 2 years (required)
Work Location: In person
Reference ID: PP-Feb25
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