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Estate Planning Associate

Aspire to specialise in the technical areas of retirement planning? Do you hold a Diploma in Regulated Financial Planning? If you have experience of working in financial services and want to find a business where you can progress your career, Unividual are looking to hire a technically minded individual with a strong moral compass, bags of enthusiasm and a focus on learning and progressing themselves.

A bit about us and the role

Role: Permanent – Full Time Role – 8.30am start

Location: Bath Office, Upper Bristol Road

Salary: Up to £28,000 to start with

Established in 2000, Unividual is a family-run business with offices in Bath and London. We have 6 financial advisers (and growing) with a total team size of 20. Five years ago we set up our own in-house financial training institution called Unicademy. This is a space where ambitious individuals can enter the industry and either progress their careers in financial advice, people management or down a technical route.  This retirement planning role falls under the Technical Route:

Estate Planning Associate > Senior Estate Planning Associate > Estate Planning Executive

As part of this role you will study further qualifications through the CII: Personal Tax & Trust Planning (AF1), Long-term Care Insurance (CF8), Trusts (JO2) and Equity Release (ER1). This will be funded by Unividual.

Unividual's Benefits Package

Unividual’s philosophy is the Richard Branson way, “train people well enough so they can leave, treat them well enough so they don’t want”. The best part about Unividual is the people you will be working with: ambitious, want to help you grow, have all the time in the world for you and care deeply about staff, clients and the wider community. On top of that you can expect to receive the following benefits in return for all your hard work:

  • Career development path tailored to your objectives with pay rises mapped out along the way, in advance.
  • Funded training, exams, study days off work and memberships (paid back if you leave the business)
  • 28 days holiday including bank holidays
  • One day extra holiday each year, up to five years
  • Well-being program for staff on mental and physical health
  • Private medical insurance
  • Workplace contributory pension 5% employer 5% employee
  • Christmas Eve off work and shut down over Christmas period
  • Mont Blanc Pen when you have been with the business for 5 years
  • Rolex Watch (or similar brand) when you have served the business for 10 years
  • Incentive programme that takes place three times a year, based around company targets, that reward your with
    1. Team building trips
    2. Extra annual holiday (is normally around 4-5 days extra per year
    3. Vouchers or bonuses

What you can expect from the role

You will be expected to become the “go-to” person within your team about Estate Planning, keeping your knowledge up-to-date, communicating that knowledge with the business and to advisers by attending training workshops and industry conferences. All the while you will work in a paraplanning capacity alongside one of Unividual’s financial advisers who will mentor you to develop your career. An example of your duties will include:

  • Create client review meeting analysis and presentation reports
  • Write up financial suitability reports
  • Organise and prepare recommendations
  • Compile financial cashflow forecasts
  • Analyse product comparisons
  • Assess current and future allocation of assets for investment strategy inline with the client’s risk profile
  • Implement chosen investment strategies and make changes to clients’ investments as instructed
  • Aid financial adviser with the planning of specific financial areas in and around wealth management, tax mitigation, trusts, inheritance, legacy planning and much more in and around estate planning.

Application Requirements

We welcome applications from anyone already working in the financial services sector who hold their Diploma in Regulated Financial Planning. What is more important to us is:

  1. You share similar values to Unividual, so the culture of our business brings out the best in you
  2. You are the type of person who wants to progress their career through technical learning and on-the-job training
  3. You are a client-focused individual
  4. You want to be the best version of yourself

How to apply

You will need to apply with a COVERING LETTER and CV 

Please send this to Hiring Manager, Cherie-Anne Baxter, Marketing Director and part-owner of Unividual: cherie-anne@unividual.co.uk

Following this we will hold a video interview with one of Unividual’s leadership team followed by an experience day in the Bath office. This will give you the opportunity to meet a Director and owner of the business, meet an adviser and see if Unividual is the type of environment you would like to work in.

Get in touch

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