Paraplanner

Supporting the adviser to deliver fabulous financial planning services to our clients including researching and analysing existing finances of clients, designing and reporting on solutions and helping clients implement and maintain their financial plans.

Managing adviser diaries and client communications - you and the adviser are a team serving a group of clients and you will be the first point of contact for those clients.
Working with a dedicated administrator to ensure maintenance of FCA complaint records, effective management of client information on our systems and efficient progress of client related tasks.

Working as part of a team you will be looking out for opportunities to be useful, improving our service levels and making the overall process more efficient. You will then be required to operate as a responsible leader supporting other team members in fulfilling responsibilities.

• Diploma in financial planning qualified or equivalent.


• Experienced at using Microsoft 365 based technology systems and familiar with industry software such as cash flow modelling, investment platforms, and CRM/back office


• Naturally well organised with excellent attention to detail


• The ultimate support to our advisers across the business


• Capable of working productively from home (a dedicated working space, good internet connection and able to manage distractions well)


• Able and willing to travel to the Canterbury office (CT2 7FG) regularly, at least once a week


• Good communication and customer service skills - with clients and team members, written and verbal - it's worth mentioning that we believe our work is more about people than numbers. While you will need to be technically capable you will also need to enjoy building working relationships


• Be confident in managing the client experience from start to finish, which includes new and existing clients


• A responsible leader of the team following procedures which cross over company departments, sharing knowledge, and improving existing processes and efficiencies. This particularly is within the administration processes of the company, which includes training and motivating other team members


• Able to satisfy regulatory and compliance standards of the FCA certification regime.


One of those people that make life easier by having a great can-do attitude and willing to roll your sleeves up and get stuck in to help us achieve our mission.

Women's Wealth is changing things up with our female-focussed, entirely virtual, whilst completely personal, financial planning service. We are on a mission to empower women to create fabulous financial futures for themselves and their families.

The company is young and developing so you will need to be adaptable and enjoy being part of something new, exciting, busy and growing.

We are an FCA regulated independent financial advice firm which means we offer the highest level of client centred advice available in the UK. We love having the independence to deliver great client outcomes. When your target is happy, well served clients, it makes for a rewarding workplace.

We encourage a collaborative team approach where you get to know and work with colleagues to deliver great service. We look out for each other and rise up together as a team to deliver our mission. Do you fancy being part of that?

The Candidate

We'd like to hear from candidates looking for rewarding flexible work where they can benefit from lots of flexibility and support to work from home, whilst regular trips to our modern offices in Canterbury ensure you are personally connected to our fabulous team. For those of you with ambition, this could be the start of a great career as we have well-defined development paths and sponsored training for those eager to progress towards more client responsibility. We are also interested in meeting candidates who want to be the best they can be in the role of paraplanner and want to develop as technicians, but also operationally to support client relations.


• Personalised salary structure to reflect your personal attitude contribution as well as skills, qualifications, experience and commitment with a range between £35,000 and £47,000 per annum


• 28 days paid holiday (including bank holidays and leave between Christmas and New Year)


• Company pension scheme


• Death in service


• Flexible working as standard


• Hybrid - work from home/or elsewhere and office base in Canterbury


Seeking to recruit for this role as soon as possible.