We are seeking an experienced individual from an advisory business who wants to develop their understanding of the UK and global advice and FinTech markets and work towards a career in becoming an industry leader in this field.

We are eager to hear from Paraplanners or Operations Managers who are keen on finding an alternative career path. The individual must be passionate about business operations, procedures and processes and advice technology.

As a business we are at the forefront of understanding the future of advice both in the UK and globally, and we’re looking for an individual who wants to join a dynamic, entrepreneurial business and make a difference to our industry.

We believe this is an amazing opportunity for someone who has:

• A background in financial planning, with a sound understanding of wealth management and pension advice processes.
• A clear understanding of what advisers need to keep customers happy and meet regulatory obligations.
• Extensive experience of using adviser software planning systems e.g. client management systems, client portals, cashflow planning tools, risk profilers etc and has strong views on what vendors need to develop and improve upon.
• A deep understanding of how adviser business operate e.g. how advice is delivered, business processes needed to support the advisers and the technology that underpins all of this.

Personal Attributes:

• Detail orientated; loves getting into the nitty gritty.
• Analytical; can look at lots of information and data and come up with an interesting message.
• Organised; can multi task with ease and understands how to plan and prioritise their workload.
• Communicator; can present complex ideas with clarity and precision, can tailor their message depending upon the audience they are talking to.
• Self-starter; capable of taking the initiative to deliver high quality results.
• Dependability; delivers on time consistently.
• Integrity; holds themselves accountable for their actions and mistakes.
• Decisiveness; can make educated and high-quality decisions.
• Creative thinking; views problems or situations from a different perspective and comes up with new ideas or solutions.
• Curiosity; seeks to understand the bigger picture, asks questions and assimilates information for later application.
• Teamwork; promotes collaboration across the business, is respectful of other people and their ideas; proactively seeks and offers help.
• Agile and comfortable with ambiguity; can apply themselves to new tasks with little guidance.
• Personal development; proactively identifies areas for personal improvement and set goals to work on this, asks for feedback and responds to it, provides feedback to colleagues, continually seeks to improve the quality of their work, their communication and people skills.

This is a fully remote role, predominantly working from home although occasionally will need to visit client sites and attend team meetings. Suitable candidates should be able to get to London within 3 hours.  Salary will be based upon level of experience.

Benefits include:

• Private health insurance
• Group income protection
• Workplace pension scheme

If this sounds like a role you would love, please get in touch with Ian McKenna or Poppy Achilles. Equally if you know someone you think would be the right fit, please point them in our direction.