Who we are?

We are a company that offers simple and jargon-free independent financial advice to clients. We are a team of Chartered Financial Advisers and Certified Financial Planners, and the Independent Financial Adviser of the Year 2021 (South West).

As a small business we offer a friendly and collaborative working environment where all staff are truly valued for the role you play in working with our clients to assist them in their financial journey.

Find out a bit more about us here.

Your place of work

Home-based with flexible working arrangements (full home working equipment will be provided)

Ideally within a 50-mile radius of Bristol.

Who we’re looking for:

  • An experienced Paraplanner (minimum of 2 years’ experience)
  • A good problem solver
  • Forward thinking, keen to embrace new technology and look for smarter more efficient ways to do things
  • Collaborative, with good admin & organisational skills and a real eye for detail
  • Warm, friendly & enjoy client interaction
  • Not afraid of getting stuck in and assisting where needed within a small business
  • Experienced in various investment research and cash flow modelling tools such as FE/Dynamic Planner and Voyant. Working knowledge of Parmenion’s platform would be a bonus
  • Qualified to Level 4 with a desire to be supported to gain Level 6 in time

What role you will play:

  • Be a core member of the client servicing team
  • Carry out pension & investment analysis
  • Create clients’ financial plans / build cash flow models
  • Write personalised suitability reports
  • Implement recommendations (setting up new accounts)
  • Onboard new clients (fact finding / information gathering)
  • Attend (virtually) weekly team meetings
  • Interact with clients and other external industry professionals
  • Have input on improvements to enhance our client experience and business operations

Salary & benefits:

  • £25,000 – £40,000 (dependent on experience)
  • Bonus (up to 20% of salary – based on company and individual performance)
  • 28 days holiday (including public holidays)
  • Death in Service Cover: 3 x salary
  • Sick pay: 3 months full pay
  • Pension: 5% employer contribution
  • Future opportunity for share options

Email a copy of your CV to james@frazerjames.co.uk

Contact us

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