![Eparaplan](https://media.trabajo.org/img/noimg.jpg)
Financial Adviser
3 weeks ago
**Career driven Financial Services professionals**
We are looking for career driven Financial Services professionals who wish to succeed in a busy, fast-paced environment - this is not a role to start your career in; we expect you to hit the ground running (There’s loads of potential for career growth, though, don’t worry)
We are Eparaplan - a successful, busy and growing financial services outsource business, supporting financial advisers with everything they need. We need to add experienced Adviser Support people to our brilliant team, who deal with:
- Building and maintaining relationships with our financial advisers
- On-boarding new clients
- Diary management, organising and booking meetings
- Preparing client meeting packs
- Maintaining client files, and business registers
- Liaising with platforms and providers, and clients
- Completing fund switches, sales/withdrawals and other transactions
- Working alongside the technical paraplanning team
No two days are the same and you certainly won’t be bored There is a lot of opportunity for real job satisfaction as the work we do often leads to the end client achieving their life goals and dreams.
Being an independent business but linked to a very large adviser firm, we offer a small company feel with big company opportunities.
If you are the following, we want to hear from you:
- You must have experience of working in a financial adviser support role or have some relevant qualifications
- Have good knowledge about pensions, investments and protection
- Customer obsessed, delivering great customer outcomes
- Insisting on the highest standards
- Willing to take ownership and accountability
- Keen to invent, simplify and solve problems
- Always learning and curious
- Thinking big
- Hungry to earn trust
- Always rising to the occasion
- Highly organised and clear thinking
- Flexible - multi tasking, switching from one process to another, always checking your priorities
- Commercially minded - can you be accurate and efficient?
- Have a sense of humour and don’t take yourself too seriously
Once you’ve settled in with us, you will be given direction and guidance but are ultimately expected to manage your own working day and ensure the client gets what they expect, and in accordance with our service levels - this is not a trainee role Accountability is the key word here
And this is what it’s like to work with us:
- Working in a peaceful converted barn in a Rutland village
- A great holiday package, with Xmas shutdown in addition
- 4pm closure on Fridays
- Funded exam support plus 2 days off for revision and the exam
- Birthday voucher & cake (sometimes with cream)
- Death in Service
- Workplace Pension
- Team event days out of office
- On site free parking
- Office tea and coffee with snacks
- 4 paid health and wellbeing days each year
- Back care with osteopathy
- Eye care and free eye tests
- Weekly Yoga session
- EAP
- Team well-being check-in system
- Free comfy uniform, teeshirts, hoodies etc.
- Hybrid & Flexible working
- Tech and Cycle Schemes
Salary from £26,000
**Job Types**: Full-time, Part-time, Permanent
**Salary**: From £26,000.00 per year
**Benefits**:
- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Referral programme
- Wellness programme
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Yearly bonus
COVID-19 considerations:
We have a full Covid-19 Risk Assessment that is available to all on entry.
Work Location: Hybrid remote in STAMFORD, PE9 3UF
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