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Join #TeamDA as a Paraplanner
Are you an experienced Paraplanner ready to take the next step in your career? Our growing Financial Services team is looking for a dedicated professional to join us. If you hold a Level 3 Certificate in Financial Services or ideally a Level 4 Diploma in Financial Planning, and have over three years of experience in the financial services industry or a similar role, we want to hear from you.
We are looking for someone with excellent written and verbal communication skills, a professional and committed work ethic, and high personal standards. If you pride yourself on accuracy and attention to detail, can manage your time effectively to balance your own schedule and support senior team members and have a passion for delivering outstanding customer service, this could be the perfect opportunity for you.
Join a team where your skills and dedication will make a difference!
About this role
As a Paraplanner you will provide effective and efficient support to the Independent Financial Advisers. You will support by ensuring compliance work is produced in a timely manner providing an accurate, trustworthy and quality service to our clients. You will be a proactive team player helping to move the company forward through business development and supporting innovation.
If you are not local to one of our offices we would offer the opportunity for remote working. We are flexible on the number of hours you can work and would welcome applications from candidates seeking part-time and full-time hours, up to 37.5 hours per week. If wishing to work part-time the requirement is to work the back end of the week Wednesday to Friday.
In return for dedication and hard work we offer the following company benefits
Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities to free financial advice and a great salary and package, as well as lots of opportunities to grow, develop and progress.
Great vision without great people is irrelevant, and our people really are the best. The best at what they do and the best at how they do it. And the great thing is, they keep striving to be even better! Our people, their skills and ambitions are as important to us as are our clients. We can’t deliver a great service without great people after all.
Application process
Please review the job description and person specification attached to understand our role and what we are looking for. If you think this sounds like the ideal job for you, then please send your CV along with a summary of why you are suitable for the role, and your current salary (or salary expectations) to careers@david-allen.co.uk.
The closing date for applications is 10am on Monday 3 February 2025. No agencies, please.
It is hoped to hold first interviews between Wednesday 12 February and Friday 14 February 2025.
Please note we reserve the right to close this vacancy early if we receive sufficient applications for the role.
If you want to have a confidential chat about the role, please do not hesitate to contact Lucy Reay, Financial Services Team Leader on 01228 711888 or via email on lucy.reay@davidallen-ifa.co.uk
