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Financial Planning Executive, Paraplanner, Bath

No matter whether you are already working in financial services or you are an aspiring finance professional, Unividual is a business where you can develop and grow your career.

Paraplanning Job in Bath

Financial Planning Executive, Paraplanner

Role: Permanent – Full or Part Time Role – 8.30am start – We can welcome applications from individuals looking for more flexible working options but please express this in your covering letter.

Location: Bath Office: Sterling House, Upper Bristol Road

Salary: Up to £40,000 dependent on qualifications and experience – Additional income for team leader paraplanners

Minimum Qualifications: At least a 2:1 Degree, professional qualifications or financial services experience

Unividual is an award-winning, family-run chartered financial planning business with offices in Bath and London. We are growing our paraplanning team in Bath! Unividual now have 8 financial advisers, advising over 750 clients every year with £150m invested. This has opened up opportunities for people in the team to develop their careers into more senior positions and we are keen to employ more aspiring or existing paraplanners to ensure the business does not compromise its service levels as we continue to grow. So whether you are looking to get into the industry, want to move from another financial advice business or a product provider, or you are looking to return to the industry we are keen to find out if Unividual has the right kind of culture for you to thrive and could be a place you can call home.

Paraplanner Benefits Package

  • 30 days holiday plus bank holidays
  • 3 weeks sick pay* increasing to 3 months after 3 years’ service
  • Christmas shut-down
  • Income protection*
  • Workplace pension, after 3 months service, including 5% employer contribution
  • Opportunity to apply for Unicademy, Unividual’s financial planning school, to gain industry qualifications*
  • Client referral bonus scheme: refer clients to Unividual to receive a 10% bonus
  • After 5 years’ service receive a Mont Blanc Pen
  • A special gift from the company after doing 10 years’ service
  • Work from home 1 day a week*
  • Automatic enrolment on Unividual’s Core Wellbeing Programme to learn about your resilience, your character and receive bespoke wellbeing support.

*Employees can take advantage of this benefit after they have passed their probation

Paraplanning Job Role

The Financial Planning Executive role is an investigative one which involves supporting Financial Planners with the analysing of data and the drafting of financial reports that shape advice for our clients. Some people new to this role have never worked in the industry and employees are trained on the job to be able to perform all the functions below.

  • Communicating with Financial Planners to discuss client objectives after a meeting and write them up.
  • Preparing and analysing data to conduct an up-to-date report on client financial situations/objectives.
  • Researching and analysing client financial position to aide advice for pre-meeting work.
  • Sending out application forms for clients to sign and return.
  • Communicating with product providers on behalf of clients.
  • Updating various databases with correspondence and important information relating to clients.
  • Scanning documentation into client files.

Why work for us?

Unividual’s name reflects our core belief that everyone is unique and individual. We don’t stereotype or place people in boxes and we have spent the last 23 years perfecting a financial planning model that can be tailored to each of our clients. Unividual is a 100% holistic financial advice business, if you aren’t from our industry that is a term for being able to advise a client on every area of their finances. In recent years we have invested heavily in developing the technological side of our business and with advisers in Bristol, Bath, Edinburgh and London we build long-lasting relationships with clients up and down the country.

Our Unividual family is made up of 26 people who are proud of our values of commitment, honesty and openness, intelligence and passion. The people leading the business put the wellbeing of staff at the heart of everything they do and ensuring that staff can be their true authentic self at work. One of our main priorities since the business was established was to build and maintain a diverse workforce, which isn’t easy in an industry that is predominantly dominated by Caucasian men. The people working in our business are extremely passionate about building a business that reflects equality and in 2022 Unividual won a Bath Life Award for the best finance business and was nominated as one of the best businesses to work for at the Bath Property Awards. Additionally Unividual have been awarded a place on the Women in Finance Charter and are an Insuring Womens Futures Ambassador.

Application Process

Tell us your story, don’t go unnoticed. Explain why you are a winning candidate and how your values are aligned with ours by sending a CV and covering letter to our HR & Diversity Manager Tracy.Knight@unividual.co.uk

Important additional points:

  • Unividual welcome and encourage a diverse range of candidates and encourage applications from underrepresented backgrounds.
  • If you require support with the application process please get in touch with us
  • The follow-on recruitment stages are a video interview followed by a face-to-face interview experience day.

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